[GNC] Problems with import

[Gyle McCollam]

Thanks Sherlock, I will give changing the "Auto Clear Threshold" of  a shot and see if that changes my luck.

As for the ""unflag" - I don't have any difficulty unchecking the "A" and "C" boxes.", I can either check the "A" or "C" box, but I have to check one or the other.  I will see what happens next month with that as well.


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 Sherlock <sh025622 at gmail.com>
Sent: Saturday, November 29, 2025 5:22 PM
To: gnucash-user at lists.gnucash.org <gnucash-user at lists.gnucash.org>
Subject: Re: [GNC] Problems with import

Hi Gyle,

"A" vs "C" - The behavior you've described is not "weird".  If you want
GnuCash to automatically check the "C" box of an imported transaction,
the imported transaction must be the best match with a score greater
than or equal to the "Auto-clear threshold" preference.  The score is
calculated by comparing the data in the imported transaction with the
data of the entered transaction, specifically, the Amount, Date, and, if
available, Check Number, Memo, and Description.

 From what you've said, I suspect the amounts match and the dates are
not an exact match but are within the "Likely match threshold"
preference.  That provides a score of 3 and 2, respectively, for a
total, thus far, of 5.  Assuming you're using the default "Auto-clear
threshold" of 6, the transaction is only 1 shy of meeting the criteria.
  Generally, for a downloaded credit card transaction, there is no Check
Number or Memo, so that leaves the Description as the remaining factor.
If the Descriptions matched (or the first halve's matched), the
transaction would meet the "Auto-clear threshold".  So, what may have
changed is the Description provided by the financial institution.  If my
assumptions are correct, to have the imported transaction "C" box
automatically checked, you can either lower the "Auto-clear threshold"
to 5 or adjust the Description of the entered transaction.


"unflag" - I don't have any difficulty unchecking the "A" and "C" boxes.

Regards,

Sherlock


On 11/29/25 12:10 PM, Gyle McCollam wrote:
> As R Losey pointed out, the title may have been misleading, but it is the first step in my reconciliation process.  Can anyone help?
>
> Sorry guys/gals, but I'm trying to import/match/reconcile my credit card again this month and I am getting "weird" issues.  It used to work flawlessly.  I am missing the update and clear column, but I figured that had to do with my settings in preferences that I have changed due to other users' suggestions.  I have a lot of transactions from the same vendor and many of them have the same amounts.  I eat at the same fast-food place a lot and have the same meals, my bad I know.  Anyway, in the reconciliation many of these transaction show up as "A" or add, but when I change to "C" (clear) it matches to, in most cases, the correct previous entry where my entry is 1 or 2 days earlier than it hits the credit card statement.
>
> Another thing I noticed was that I am not able to unflag an entry so that it does not import, as I use to be able to do.  It should work that way even without the "U&C" column as the user may not want to import a specific transaction.
>
> I wish I could get back to the import working flawlessly, before I started messing with the parameters, but even if I go back to the defaults, it fails to find a majority of the matches and defaults to "Do Not Import".
>
> I'm using Win11 and Gnucash 5.13 Build ID: git 5.13-17-g001499322e+(2025-10-21), not the default.
>
>
>
> Thank You,
>
> Gyle McCollam
>

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