Preferences - Online Banking

R Winstead ramble.winstead at gmail.com
Wed Mar 21 07:58:01 EDT 2018


I guess I'm just sending this to the moderator for this group.  I never saw
this come across in email so I'm wondering if this was not released to the
group by the moderator, or was there some other reason?  I have checked
archives and I didn't see anything that would answer my question.  I don't
believe I've done anything outside of the rules of etiquette for this
group, but please let me know if I have.

Thank you.

On Sun, Mar 18, 2018 at 8:49 AM, R Winstead <ramble.winstead at gmail.com>
wrote:

> After following this list for a few months, I believe others are having
> issues with Bayes Matching and importing files from their financial
> institutions.  Rather than hijack one of those threads, I thought I would
> ask my specific question.
>
> Has anybody found any value in changing the settings under
> Preferences>Online Banking to improve the overall matching that takes place
> for an import?   I'm sure that the settings that I have under
> Preferences>Online Banking are the default values.
>
> I've read through the documentation and admittedly do not fully understand
> the details of how this works.  I think the most likely parameters that I
> could update to improve the behavior are the threshold settings under "Use
> bayesian matching".  That said, I don't know that those settings would
> affect the most annoying behavior of imports, which is the matching to
> Reconciled transactions.  Once a transaction is reconciled, I would hope to
> never see it come up in the matching window for update, but that happens
> with every import.  Hopefully a setting in the next version could address
> that...
>
> Thanks.
> RW
>


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