[GNC] Quicken Import Matcher

Kalpesh Patel kalpesh.patel at usa.net
Fri Feb 3 20:42:57 EST 2023



You are looking for the Bayesian matcher for the errant account. 

You can get to it by clicking on 'Tools' and then selecting 'Import Map
Editor'. A new window will open. In that window, make sure that you have
selected "Bayesian" to the top question, which should read "What type of
information to display?". Now go to the account where you incorrectly accepted
the match and then expand it by clicking the arrow in front of it. Highlight
the incorrectly added match from the expanded list and click 'Delete' button
at bottom to delete the incorrect match that was added by the earlier.

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Message: 5
Date: Fri, 3 Feb 2023 15:42:01 -0600
From: Dale Alspach <alspachde at gmail.com>
To: Gnucash Users <gnucash-user at gnucash.org>
Subject: [GNC] Quicken Import Matcher
Message-ID:
<CABn8Vz0dfui0zBKZhusJGWJjRDdKCj15E-bv0WPTPf28tcPyAQ at mail.gmail.com>
Content-Type: text/plain; charset="UTF-8"

Apparently sometime in the past I made an error when the matcher asked
about a brokerage account. I have two TIAA brokerage accounts, one within a
tax deferred IRA and one taxed. This did not matter much in the past
because the small number of transactions could easily be fixed. Now there
are many more and I would like to get the matcher to match correctly.
I do not see any way to start fixing these transactions during the import.
The account needs to be changed rather than the transfer account and I do
not see how to do this.

Is there a way to alter the setting for the account in the matcher?

Dale


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