[GNC] best way to upgrade on Ubuntu 20.04 [was Re: QFX import: transaction matching NOT learning to match]

[David Mintz]

Thanks  everyone. It looks like I should try upgrading to 4.8. I didn't realize that the official Ubuntu 20.04  repository provides 3.8, and that the ppa:sicklylife/gnucash repository is at 4.2. So one more question:  do you recommend the flatpack approach, or attempting to compile from source?


---
David Mintz
https://davidmintz.org
Capitalism has failed. https://wsws.org

On Thu, Nov 4, 2021, at 11:26 PM, davidcousens49 at gmail.com wrote:
> David
>
> That should not be a problem at all. I used 3.7 and 3.8 before up grading to 4.8
> and imported OFX files regularly without any problem and have recently been
> importing them in 4.8 without any problems. Usually as long as the second
> transfer account has been specified for all the transactions before the Import
> button is pressed then the data for the import matching algorithm is stored
> during the import process.  If that does not complete then the imbalance account
> will normally only be applied if no transfer account was specified when it was
> imported. If you don't complete the import process however the data isn't
> recorded.
>
> You can use the Tools->Import Map Editor to edit the stored data (Bayesian) and
> look to see if an Imbalance account has actually been mapped at some stage but
> AFAIK the matcher shouldn't store a mapping to an imbalance account in the
> database. If you do find any data mapping to an Imbalance account in the "Mapped
> to Account Name" column you can delete it in the editor by selecting the line
> and pressing the "Delete" button at the bottom right of the window. Using the
> Filter set to "Imbalance" should locate any such records. You can then multiply
> select them and delete all of them.
>
> David Cousens
>
>
> On Thu, 2021-11-04 at 21:02 -0400, David Mintz wrote:
>> Yes yes, I am talking about having to assign the accounts during the import
>> process in the matching window. I understand that that is the point in the
>> workflow where you have to do this. That's how I've been doing it -- over and
>> over.
>> 
>> ---
>> David Mintz
>> https://davidmintz.org
>> Capitalism has failed. https://wsws.org
>> 
>> On Thu, Nov 4, 2021, at 8:24 PM, Jean Laroche wrote:
>> > Make sure you do the assignment during the matching, in the matching 
>> > window. Not after matching is all done in the registry (in which case GC 
>> > does not learn anything).
>> > 
>> > Jean
>> > 
>> > On 11/4/21 5:13 PM, David Mintz wrote:
>> > > 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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