[GNC] How does GnuCash autoassign transactions?

David Carlson david.carlson.417 at gmail.com
Wed Nov 28 10:57:18 EST 2018


I just found a discussion about how it is applied in GnuCash:
https://wiki.gnucash.org/wiki/Bayes

I am not sure if it still applies to release 3.x.


David C

On Wed, Nov 28, 2018 at 9:47 AM David Carlson <david.carlson.417 at gmail.com>
wrote:

> Joseph,
>
> If you are looking for a technically detailed answer, GnuCash uses a
> technique called Bayesian matching which is well known in mathematical
> circles.  The success is very dependent on the details of implementation,
> and GnuCash took steps toward improvement in the 3.x series by using a
> modified algorithm and giving the user a tool to prune the history to
> improve future matching.
>
> I am not an expert on this, and I am not a developer so I really don't
> have more information about the nuts and bolts.
>
> David C
>
> On Wed, Nov 28, 2018 at 8:55 AM David T. via gnucash-user <
> gnucash-user at gnucash.org> wrote:
>
>> It learns from your choices during import. If you accept the choices it
>> makes, it does it that way the next time. You change it by selecting a
>> different account in the matcher window. Then the matcher learns from your
>> decision.
>>
>> Take a look at:
>> https://www.gnucash.org/docs/v3/C/gnucash-help/import-qif.html
>>
>> David
>>
>>
>> > On Nov 28, 2018, at 8:06 PM, Joseph Vernice <jvernice at gmail.com> wrote:
>> >
>> > I would like to know how GnuCash auto-assigns transactions that are
>> downloaded and imported?  Also, how can these transactions be changed for
>> future imports?
>> >
>> > Example: I import a set of transactions and some are assigned as an
>> Expense:Charity, some are assigned as Income, some as Imbalance.  Most of
>> the time only a handful of these are correct. How are the transactions
>> PREDICTED?  How can this be tweaked?
>> >
>> > Thank you,
>> > Joseph Vernice
>> >
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