OFX Bayesian import not working for me
Eliot Rosenbloom
eliot at prosocialleadership.net
Sat Jul 19 21:03:03 EDT 2014
Thanks again for the info, Derek. After using your suggestion,
Bayesian Import Matching (OFX) was working okay for about 6 months.
About two months ago it stopped. Almost all the imported transactions
appear Orange ("need account for xfer").
My GC Online Banking Preference SETTINGS are these:
QIF Import: Show
Default xn status: Not cleared
GENERIC IMPORTER:
Enable skip; enable update: USE BAYESIAN MATCHING.
THRESHOLDS: 1,3,6 (the defaults, I think).
Online Banking: Close log when finished.
The first month it didn't work, I assigned xfer accounts manually,
hoping they'd take. But this month, they're still all orange .... with
2 exceptions (both green: 1 is "A; the other is U+R). Many of the xns
are monthly, and should be picked up.
I've looked at the Description fields of a few current and older
records that should match, and they look exactly the same to me.
Using GNUcash 2.4.13 and OS 10.9.4
I'd love to get this working again. Any suggestions most welcome!
Thanks,
Eliot
======
On 10/26/13, 7:09 AM, Derek Atkins wrote:
Hi.
The Bayesian match info is stored in the account metadata. When you
deleted the HOLD account you deleted the ofx metadata.
Don't import into a hold account. Import into the real account. And
don't delete the account.
Enjoy.
-derek
Sent from my HTC smartphone
----- Reply message -----
From: [1]eliot at prosocialleadership.net
To: [2]<gnucash-user at gnucash.org>
Subject: OFX Bayesian import not working for me
Date: Sat, Oct 26, 2013 2:17 AM
Hey -- I switched from Quicken to GnuCash about a month ago. (It's
pretty cool, for the most part! Thanks!!) I am trying to import
several years of Visa transactions via OSF. Quite possibly I'm not
doing it right, but I haven't gotten ANY matches. (I'm using GC
2.4.13
on a Mac with OS 10.8.5)
I've downloaded the transactions in 4 batches to give "Mr. Bayes" a
chance to learn. Here's what I do:.
Download an OFX file from the bank.
Create in GC a "Liabilities:Hold Visa YYYY" account.
Import ("OFX") the downloaded file. (A "Use Bayes" preference box
somewhere was checked.)
Select the Hold Visa YYYY account for importing into.
ALL the transactions come up YELLOW: "New, UNBALANCED (need acct to
xfer
$nnn into)" [NB: Almost ALL the Bank's MEMO fields say: "Loan
Addon
Credit Card Classic Credit Purchase." (Real helpful!) But the
DESCRIPTIONS usually name the Vendors, with various kinds of extra
info.]
Double clicked on the transactions 1-by-1, and assigned each to an
Expense account.
I completed the import: OK.
I prayed that these assignments were learned.
(After reviewing the transactions in the HOLD Visa 2007 account, I
deleted the HOLD Visa 2007 account, MOVING the transactions into my
primary VISA account.)
So far it seems okay.
I began the process ANEW with transactions from 2008.
Alas, all the imported transactions were still YELLOW: "New,
UNBALANCED
...."
So ... 1) Am I right that recognized transactions should appear as
such
in the "List of downloaded xactions" window? And that
instead of Yellow, some transactions (that were similar to those in
the
last batch) should be green with the appropriate Expense account
already
assigned?
2) What am I doing wrong? (Or does it take Mr. Bayes quite a few
examples to recognize a match, even if the DESCRIPTIONS are quite
similar and sometimes identical?)
THANKS!
_______________________________________________
gnucash-user mailing list
[3]gnucash-user at gnucash.org
[4]https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.
--
"It's said that the honest man has nothing to hide. Not true. The honest man h
as to hide himself, because honest men are the prime targets of those who lie."
- Ty Hannah
(Thank goodness we don't have anyone who lies in government or the private secto
r! And they all love investigative journalists and truth tellers.)
References
1. mailto:eliot at prosocialleadership.net
2. mailto:gnucash-user at gnucash.org
3. mailto:gnucash-user at gnucash.org
4. https://lists.gnucash.org/mailman/listinfo/gnucash-user
More information about the gnucash-user
mailing list