[GNC] Import

[Gyle McCollam]

I was mistaken when I said it didn't match any of the entries, because you are correct it did match the 4th.  However, it did not math the 1st 3.  When I clicked on "show matched information", there were no matches.  When I clicked on the "C" and "show matched information" was selected it actually showed the matched transaction.  Now that it has been matched, I can't o back to show you.


Thank You,

Gyle McCollam

Gyle McCollam

gmccollam at live.com<mailto:gmccollam at gyleshomes.com>           email

________________________________
From: John Ralls <jralls at ceridwen.us>
Sent: Saturday, October 11, 2025 2:25 PM
To: Gyle McCollam <gmccollam at live.com>
Cc: Gnucash Users <gnucash-user at gnucash.org>
Subject: Re: [GNC] Import

It looks to me that it matched all four entries: The first three had already been imported and matched on the FID and the last matched exactly so it set the action to “clear”. It offers “Update and Clear” if there’s a mismatch between the import and the existing transaction that’s within the thresholds you set it preferences.

If it doesn’t match an imported transaction it offers A for add and gives the transaction a yellow background.

Regards,
John Ralls



> On Oct 11, 2025, at 10:25, Gyle McCollam <gmccollam at live.com> wrote:
>
> I played around with some of the settings and I got it to work correctly for the most part. The came up checked in the "U+C" column instead of the "C".  If you have insights as to why that happened, I'd like to hear.
>
>
> Thank You,
>
> Gyle McCollam
>
> Gyle McCollam
>
> gmccollam at live.com<mailto:gmccollam at gyleshomes.com>           email
>
> ________________________________
> From: Gyle McCollam <gmccollam at live.com>
> Sent: Saturday, October 11, 2025 12:21 PM
> To: Gnucash Users <gnucash-user at gnucash.org>
> Subject: Import
>
> I asked about this a while back and I'm still having problems.  I changed the import preferences back to the default as shown in the help.  When I import the QFX file it does not match any of the entries (see the attached screen shot).  When I click the "Clear" checkbox, it finds the matches.  The entered date/(credit card receipt) dates of the transactions are as follows: 9/14 (9/15), 9/13 (9/17), and 9/27 (9/26).  What setting would cause the import not to find these immediately as it did in the past.
>
> I'm using win11 & Gnucash 5.12
>
> Thank You,
>
> Gyle McCollam
>
> Gyle McCollam
>
> gmccollam at live.com<mailto:gmccollam at gyleshomes.com>           email
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