Manually matching transactions
Brian Hoth
bhoth at comcast.net
Thu Dec 21 15:15:16 EST 2017
I don't even know how to manually match if that is an option. I am
using OFX download method through AQbanking.
On 12/21/2017 12:53 PM, David Carlson wrote:
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" <[1]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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References
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