OFX Bayesian import not working for me

Eliot Rosenbloom eliot at prosocialleadership.net
Fri Oct 3 18:43:49 EDT 2014


   It's still not working.  A few days ago I tried another (10-day)
   import.  Only 1 of about 8 transactions was pre-assigned.
   Yes, I download 2 OFX files (from different credit unions).
   Thinking this might help, I’m trying to upgrade from gnucash 2.4.13 to
   2.6.4.  I don’t recall paying any attention previously to
   “dependencies” (as mentioned in the 2.6.4 readme).
   I downloaded and unzipped libofx .  I did some googling, but don’t see
   how to install it or use it.  Guidance?  Do I need to also attend to
   other dependencies (given that I’m using *downloaded OFX files)?
   I have gathered some files as you suggested.  I'll email you privately
   how to access them.
   Thanks!!  Eliot

   On 8/19/14, 9:01 AM, John Ralls wrote:

   On Aug 18, 2014, at 9:21 PM, Eliot Rosenbloom
   <[1]eliot at prosocialleadership.net> wrote:

   HEY --  Possible success!   I just updated gnucash to 2.6.3, and -- in
   an infrequently used set of books -- 1 out of 1 xns WERE successfully
   assigned!  :-)
   Transactions done using v 2.4.13  (for June and July) did NOT produce
   assignment for August xns I just imported.  But I am hoping those
   August xns just assigned manually  (using 2.6.3) will produce
   assignment henceforth.  I'm inclined not to post to the whole list
   until more info/data is in (unless you'd prefer otherwise), but I
   wanted to let you know.
   Also: Here is the link to the earlier part of this thread.  I can post
   it to the whole list, if that would be helpful.  Sorry about the posts
   getting separated.
   [2]http://gnucash.1415818.n4.nabble.com/OFX-Bayesian-import-not-working
   -for-me-td4664949.html#none

   Eliot,

   We generally prefer otherwise, so please go back to the list once Derek
   gets his router replaced (today, we hope).

   I t seems unlikely to me that upgrading to 2.6 would change anything
   about Bayesian matching, and 1 transaction isn't really a useful
   sample. I don't think that the screenshots would be helpful, but
   examining the account file might be. If you can send me that plus the
   backups from before you did each of the June and July imports I can
   compare the data stored in the Bayesian matching tree and perhaps find
   a clue about what's going wrong. Don't send *that* to the list.

   Regards,

   John Ralls

   On 8/18/14, 4:22 PM, Eliot Rosenbloom wrote:

   Hey -  I have just completed 2 more month-ends: June and July.  I did
   them separately, to allow learning to happen.  Only about 3
   transactions were properly assigned prior to hitting import; ie, I had
   to assign almost all by hand.  Ie, they were almost all orange, in
   spite of many similar transactions between months.
   I looked for the files, you mentioned, John, both currently and in Time
   Machine backups from April, when I'm pretty sure it was working.
   Results:
   No  ~/.aqbanking  file in either case.  (I did enable Show invisible
   files).
   No plist file in either case.
   AppSpt/GnuCash folder -- It WAS found among my current files (8/16) &
   on a 5/26 backup.   Looking quickly, they both seemed to have the same
   contents.
       It was NOT found in the 4/21 Backup.  I had RECREATED my Home
   folder (a new account per Apple's instructions on 4/18; and 4/21 may
   have been before I opened gnucash for the first time thereafter.  I
   imagine GC may recreate the folder it it doesn't find it.)
   I took some screen shots of the Import windows before and after manual
   assignment in June and July.  Given that they have somewhat personal
   data I'd prefer, to send them to a couple of people rather than to the
   whole list / internet, assuming they might be helpful.
   Obviously, if I could get the Baysian matching to work again, that
   would be a huge time savings!  Really appreciate any suggestions you
   might have.
   Eliot
   FWIW: I remain pretty foggy about the Preference thresholds -- eg, are
   they thresholds for matching for assignment purposes, or for
   non-duplication of transactions already entered into the register.  I'm
   also foggy about the colored bars and the A, U+R, whatever, columns in
   the Import Window.
   It just occurred to that, although my new account does not have
   permissions (and could not get them via the "GetInfo" window) to view
   my TM backups prior to 4/21, I think I may still be able to use my old
   account to view the older backups.  I will try to look for the files
   and folder you mentioned (in backups pre 4/21) if you think that might
   be of value.  [Ed:  I just tried. Probably would be quite hard, since
   many files were MOVED to the new account, I think, not copied.  I
   couldn't even log in.  It hung.]
   =========
   On 7/24/14, 2:40 AM, John Ralls wrote:

On Jul 24, 2014, at 5:02 AM, Eliot Rosenbloom [3]<eliot at prosocialleadership.net>
 wrote:


Thanks, John.  Not that I'm aware of.  I futzed around a little with MAMP in the
 last few months, but not in connection with GC.  And I use Filemaker a lot (ins
talled v 13 in April).  But that's as close as I get to SQL.

In April, because of a problem with Mac's Calendar app that Apple couldn't fix,
they had me create completely anew my daily (non-admin) account, and then transf
er from the old account as little as possible (so as not to bring the problem wi
th me).  I spent 2 or 3 days recreating settings and the like.  Might some GC fi
le (perhaps in one of the libraries) not have been copied to the new account and
 be causing my problem?

I thumbed thru all the GC Preferences, and nothing jumped out at me (tho I don't
 understand them all).  (I didn't see anything re: choosing XML or SQL).

I'm not sure, or have only a general sense of, what you are referring to re: "ac
count associations or file backend."

(I'd have responded sooner, but my GnuCash Thunderbird folder got nested, and I
didn't check my web posting and see your response untill just now.)


Please remember to copy the list on all replies by using "reply all" (the double
-arrow).

The backend is selected when you save the file the first time, at the top of the
 save dialog. Since you didn't know that, you're probably using the XML backend
and have been right along.

All of GC itself is in GnuCash.app, but its preferences are in ~/Library/Prefere
nces/org.gnucash.Gnucash.plist, other things it keeps track of are in ~/Library/
Application Support/Gnucash, and if you're using online banking that's in ~/.aqb
anking. I don't think that any of that would have any impact on Bayesian matchin
g, which is all kept in the data file, though I suppose if you had to recreate a
qbanking accounts you'd also have to re-associate them with GnuCash accounts and
 that might invalidate the old Bayesian keys.

Regards,
John Ralls

References

   1. mailto:eliot at prosocialleadership.net
   2. http://gnucash.1415818.n4.nabble.com/OFX-Bayesian-import-not-working-for-me-td4664949.html#none
   3. mailto:eliot at prosocialleadership.net


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