Preferences - Online Banking

Maf. King maf at chilwell.net
Wed Mar 21 08:21:54 EDT 2018


Hi RW,

your original message made it to the list OK (well, I got a copy...)

I also think that you are well within the rules of ettiquette.

I haven't see a reply to the list, nor do I have anything to add as I don't 
import transactions.

HTH,
Maf.



On Wednesday, 21 March 2018 11:58:01 GMT R Winstead wrote:
> 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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