[GNC] QFX import: transaction matching NOT learning to match

[Kalpesh Patel]

David –

 

I think you are looking for the matcher window where you can see this and
modify/delete them according to your need as I needed to undo erroneously
accepted matching transactions in the past. I don’t have the older 3.8
version running but I find that in 4.8 under “Tools” à “Import Map Editor”.
Make sure you set the selection to “Bayesian” at the top of the new opened
window of Import Map Editor. See if you find it in the same menu selection
under 3.8. You  can then click on Arrow on the left side of the each entry
to expand and see details on how it matches and to which account.
Alternatively use the Filter window at the bottom to limit matches that you
can view or Expand/Collapse All to do what they say.

 

Since you are running older version of it, recommendation is to upgrade to
newer 4.x version with 4.8 being the latest. I believe lots of improvements
have been made in the import process in 4.x series from what I remember.

 

Hope this helps.

 

 

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Message: 9

Date: Thu, 04 Nov 2021 20:13:54 -0400

From: "David Mintz" <david at davidmintz.org>

To: gnucash-user at gnucash.org

Subject: [GNC] QFX import: transaction matching NOT learning to match

Message-ID: <e8757a5b-0c22-4ffe-acce-2fcc350eaa90 at www.fastmail.com>

Content-Type: text/plain

 

Hello,

 

I am running Version: 3.8 Build ID: 3.8b+(2019-12-29) and when I import a
QFX, nearly all the transactions are assigned to "Imbalanced" even though I
have gone through multiple iterations of trying to teach GC to recognize
transactions by assigning the accounts manually. I have seen earlier
postings about this, but the most detailed discussions were serveral years
ago, and the most recent says, in substance, "just keep trying". I hesitate
to do that because I fear it's a fool's errand. How many times do I need to
tell it "Stop & Shop" belongs to Expenses:groceries?

 

One strange detail:  I tend to neglect my financial record-keeping for
months at a time, but as I recall, I was not having this problem a few
months ago. It seems to be a case of *it used to work but now it doesn't.*

 

I've read that it may be that it thinks "Imbalanced" is the answer, and
cannot unlearn. Is there a any way to wipe the slate clean, so to speak, and
force GC to start over so?

 

I've also seen that people have written Perl scripts to run against their
data files and yeah, I could try that -- but I'd much prefer to get GnuCash
to work properly without having to intervene this way.

 

Any suggestions?

 

Gratefully,

 

David

 

 

---

David Mintz

https://davidmintz.org

Capitalism has failed. https://wsws.org

 

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