[GNC] Automatic account match doesn't work when import transactions

[Gyle McCollam]

Under Tools/Import Map Editor.  A is for add (for those transaction that have no match), U+C is update and clear ( updates your entry with what the matcher has and clears the transaction), and c is for clearing a matching transaction with no changes to your original entry.  If you uncheck all those boxes it doesn't import.


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 Jediator <jediator at artemisspace.com>
Sent: Sunday, February 4, 2024 9:27 PM
To: gnucash-user at gnucash.org <gnucash-user at gnucash.org>
Subject: Re: [GNC] Automatic account match doesn't work when import transactions

Thanks David!  Well, the manual said that you could edit the rules
manually, but how, and where?  In the Generic Transaction Import Matcher
Window?  What do the checkboxes A, U+C and C mean?  Nothing was
explained in the manual.  The manual also indicated that if no match
found, the import process would assign the transaction to the Imbalanced
account by default.  However,  if I assign the transaction to unmatched
by uncheck all boxes, the transaction won't get imported at all.

https://gnucash.org/docs/v5/C/gnucash-manual//trans-import.html#trans-import-matcher

I am using GC 5.4 on Mac.  Thanks! -- JC

On 2/4/24 12:18 AM, David Cousens wrote:
> The rules are created automatically when you assign transfer accounts
> during the import matcher process when you first start importing. You
> have to complete the import after assigning the accounts to create the
> "rules" (actually a probability table for tokens in the desciption,
> amount and other fields). They cannot be created manually but therules
> created can be edited.  The bayesian matcher is AFAIK the default.
> Check  with Edit_>Preferences-> the select "use bayesian matching"
> Checkbox on the Import tab of the dialogue.
>
> Tools_>Import Map Editor allows you to edit the data in the probability
> tables which makes up the rules.
>
> Also see
> https://gnucash.org/docs/v5/C/gnucash-manual//trans-import.html
>
>
> On Sat, 2024-02-03 at 21:01 -0500, Jediator wrote:
>> I couldn't get the automatic account match to work when importing
>> bank/credit card transactions to GC.  Is there anyway to manually
>> create
>> the matching rules?  Thanks!  -- JC
>> _______________________________________________
>> gnucash-user mailing list
>> gnucash-user at gnucash.org
>> To update your subscription preferences or to unsubscribe:
>> https://lists.gnucash.org/mailman/listinfo/gnucash-user
>> -----
>> Please remember to CC this list on all your replies.
>> You can do this by using Reply-To-List or Reply-All.
> _______________________________________________
> gnucash-user mailing list
> gnucash-user at gnucash.org
> To update your subscription preferences or to unsubscribe:
> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> -----
> Please remember to CC this list on all your replies.
> You can do this by using Reply-To-List or Reply-All.

_______________________________________________
gnucash-user mailing list
gnucash-user at gnucash.org
To update your subscription preferences or to unsubscribe:
https://lists.gnucash.org/mailman/listinfo/gnucash-user
-----
Please remember to CC this list on all your replies.
You can do this by using Reply-To-List or Reply-All.