Preferences - Online Banking

[R Winstead]

Good to know my message went through and I'll keep in mind for future posts.

Given the responses, it leads me to believe that most people leave the
default settings as is, and there aren't some basic manipulations that
improve the matching process - particularly around the threshold values for
"match display", "auto-add", and "auto-clear".  It would be completely
valid that the default settings are likely optimal.  For me, matching does
work, with manipulation during the import process.  I was just hoping to
find some improvement.

Thanks.

RW

On Wed, Mar 21, 2018 at 8:39 AM, D <sunfish62 at yahoo.com> wrote:

> https://lists.gnucash.org/pipermail/gnucash-user/2018-March/075522.html
> with replies following.
>
> As you are not the first to ask about an unanswered message, I wonder
> whether there's something causing messages to disappear on their way back
> to users...
>
> David
>
> On March 21, 2018, at 4:58 PM, R Winstead <ramble.winstead at gmail.com>
> 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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