[GNC] Import matching

[Alan Johnson]

For Amazon, your best bet is to use the vendor functions.
,
You can create the total invoice in GNC and then apply the payments to the invoice (which, on  orders with many items may be 3-4 payments).

Alternatively, you have to do janky things with placeholder transactions.

Apr 23, 2024 11:01:45 David Carlson <david.carlson.417 at gmail.com>:

> Gyle,
> 
> Please provide more information.  Not only have the import functions
> changed over recent releases, but there is more than one type.
> 
> Even without that information, I am sure that GnuCash cannot figure out how
> Amazon split one transaction into two.  You would have to manually check
> those and not expect a match.  My experience with matching in the OFX type
> has never been perfect and I plan on taking extra time to manually match or
> even just delete duplicates later for some transactions.  Results with some
> banks or credit cards are worse than others.
> 
> On Mon, Mar 11, 2024 at 4:06 PM Gyle McCollam <gmccollam at live.com> wrote:
> 
>> Additional information.  Another credit card that can only import CSV, a
>> fast-food establishment submits information the day after the actual
>> transaction.  90% of the time it said there was no match, but on a few
>> occasions, it actually did match the transaction.  Import information in
>> preferences was not changed from the earlier submission.
>> 
>> BTW, it would be nice to have a reset to defaults on these preferences.
>> 
>> 
>> Thank You,
>> 
>> Gyle McCollam
>> 
>> Gyle McCollam
>> 
>> gmccollam at live.com<mailto:gmccollam at gyleshomes.com>           email
>> 
>> ________________________________
>> From: gnucash-user <gnucash-user-bounces+gylemc=gmail.com at gnucash.org> on
>> behalf of Gyle McCollam <gmccollam at live.com>
>> Sent: Monday, March 11, 2024 3:49 PM
>> To: gnucash-user at gnucash.org <gnucash-user at gnucash.org>
>> Subject: [GNC] Import matching
>> 
>> I tried importing credit card transactions.  There were 2 with no match
>> information.  Turns out Amazon split the order to 2 different
>> transactions.  I changed the transaction in the account to 1 of the amounts
>> and added a transaction for the other amount.  They were both dated
>> 02/09/2024.  The transactions on the credit card account were 02/13/2024.
>> When I tried double clicking on the transaction in the import window it
>> said there were not matching transactions.  I checked the preferences and
>> change the # of days to the attached information.  It still won't find
>> these transactions.  I tried closing GC and then opened and tried to import
>> them again, still no luck.  Obviously, I'm missing something, what am I
>> doing wrong?[cid:9657ec02-19b5-48f1-a2e9-0393f5c44ecf]
>> 
>> 
>> Thank You,
>> 
>> Gyle McCollam
>> 
>> Gyle McCollam
>> 
>> gmccollam at live.com<mailto:gmccollam at gyleshomes.com>           email
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> 
> 
> -- 
> David Carlson
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