Manually matching transactions

[David Carlson]

You do not mention the mechanism by which your matching transaction
appeared.

Manual matching opportunities usually appear  when using OFX CSV and QIF
import methods.  The details and accuracy vary by method,  but they all
work reasonably well.

If you are using the direct download method, I am not sure how that works,
but I know that it would vary between different financial institutions.

David  C


On Dec 21, 2017 11:57 AM, "bhoth" <bhoth at comcast.net> wrote:

> I searched and could not find anything so I am asking. I just moved from
> Quicken Home and Business to Gnucash 3 days ago. I think I have everything
> fairly well setup but not thrilled with the matching capabilities of the
> transaction download.
>
> So I have a question:
>
> Why does the match not first done by amount? As an example, I knew I was
> getting a Paypal deposit for $60 so I entered it knowing it would show up
> the next day. The next day it does showup and here is the whole line that
> was grabbed: Generic debit AUTOMATIC WITHDRAWAL, PAYPAL INST XFER WEB(S );
> AUTOMATIC WITHDRAWAL, PAYPAL INS.  The match could not see this and wanted
> to add this as a new transaction. If I had the manually match capability, I
> could have just matched it and be done.
>
> It seems to me the amount of the transaction should be the very first item
> to match on then move on to other items like keywords etc.
>
> But in the end adding a manually match capability would help a lot for
> those
> times when it just can't match it up or iif it matches wrong.
>
> Quicken has this functionality.
>
>
>
>
>
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