[GNC] Import Transaction Matcher issue in v4

[Fross, Michael]

Thanks Jean / John for your thoughts.  There is a register entry that
matches, IMHO, very closely.   I increased the Match Display Threshold from
1 to 3, and then to 6 (which appears to be the highest value allowed.)
Every transaction from the import says "Match Missing."

Digging around a bit, for the transaction in question, the QFX file
contains the FITID of 202007210003:

<STMTTRN>
<TRNTYPE>CREDIT
<DTPOSTED>20200721120000
<TRNAMT>54.00
<FITID>202007210003
<NAME>ACH Electronic Credit
<MEMO>Expenses
</STMTTRN>

My GNUCash file contains, for the same transaction has the online id being
202007210002
        <split:slots>
          <slot>
            <slot:key>online_id</slot:key>
            <slot:value type="string">202007210002</slot:value>
          </slot>

The online_ID is ...002 instead of ...003.  Changing the QFX file to match
the online_id value seemed to work.  Now my question is why would this be
different for *lots* of transactions.  Everything worked normally in v3,
but this would not have changed as part of the release.  I'll check a few
more problem transactions and see if I can detect a pattern.  Perhaps
Citibank is paying games....

Michael

On Sun, Jul 26, 2020 at 4:57 PM jean laroche <ripngo at gmail.com> wrote:

> To get a match you have to have a transaction in the register that's
> sufficiently similar to the one you're importing, and that has not been
> imported/matched before.
> In your case, it could be one of these reasons (I can't see the image):
> - There's no matching transaction in your register (no existing
> transaction has amount close, and a date close to the imported one)
> - There's a matching transaction but it's already been matched to an
> imported transaction at some point so it's not available to be matched
> to the new imported one.
> - There's a matching transaction that's available, but the match score
> is below the threshold that allows the transaction to be shown as a
> potential match. Too large a date mismatch can cause that.
>
> Can you check whether you're in one of these 3 cases? If you're in case
> 3, you can lower the minimum matching threshold in the preferences and
> see if that helps.
> J.
>
>
> On 7/26/2020 2:44 PM, John Ralls wrote:
> > If there's no matching transaction already in the account then there's
> nothing to clear. In that case only adding or not makes sense.
> >
> > Regards,
> > John Ralls
> >
> >
> >> On Jul 26, 2020, at 1:56 PM, Fross, Michael <michael at fross.org> wrote:
> >>
> >> Hello all,
> >>
> >> I sent this earlier this month and didn't see any reply so I thought I
> >> would try again.   Has anyone else seen these issues?  I use Citibank
> and
> >> perhaps it's a Citibank issue, but I did not have this problem on v2 or
> v3.
> >>
> >> Thanks all.  I appreciate the help.
> >>
> >> Michael
> >>
> >>
> >> On Sat, Jul 4, 2020 at 9:48 AM Fross, Michael <michael at fross.org>
> wrote:
> >>
> >>> Hello all,
> >>>
> >>> I typically download QFX files from my banks every day or two, import
> them
> >>> to clear them in Gnucash.  Worked great.  However, ever since
> upgrading to
> >>> v4, the importer seems to have trouble matching.  Most of the imported
> >>> transactions are listed in the importer as (A)dd, but when I select
> >>> (C)lear for them it says match missing.
> >>>
> >>> This has occurred for several accounts.  Here is a simple credit card
> >>> example, although for my checking account, there are dozens like
> this.  The
> >>> top portion shows the register with the Sprint bill cleared.  The date,
> >>> amount, and name (mostly) match.
> >>>
> >>> [image: image.png]
> >>>
> >>> Not sure if there is just something wrong with my setup or not.
> Perhaps a
> >>> bug?  Are others experiencing this?  Any ideas to get the matcher
> matching
> >>> again?  Something need to get cleared out?
> >>>
> >>> For those of us in the US, happy Independence Day.  Thank you all for
> your
> >>> assistance.
> >>>
> >>> Michael
> >>>
> >> <image.png>_______________________________________________
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