[GNC] How to handle regular checks clearing late
Paul Kroitor
paul at kroitor.ca
Sun Feb 22 10:21:26 EST 2026
That idea, of a "choose alternate match" in the context menu of the
(various) import windows is great! I second the motion. But it's hardly
a trivial change. Maybe add it to the requested features?
Paul
On 2026-02-22 10:04 a.m., Jon Schewe via gnucash-user wrote:
> Thank you for the code reference and the explanation. I'm a software
> developer, so that helps me a lot.
>
> The check number is coming through, so I'm only matching on date and
> amount. I could try getting the bank to add the check information to
> their QFX export, but that seems like an exercise in futility.
>
> Is there a way to have GnuCash present me with multiple options for
> matches rather than the most likely match only?
>
> I've got the following settings in Preferences -> Import
>
> Enable skip transaction action: yes
> enable update match action: no
> Use basesian matching: yes
> Match display threshold: 2
> auto-add threshold: 3
> auto-clear threshold: 6
> likely match day threshold: 8
> unlikely match day threshold: 21
> commercial ATM fees threshold: 2
> automatically create new commodities: no
>
> QIF import
> Show documentation: yes
> Not cleared: selected
>
>
> On Sat, 2026-02-21 at 22:08 +0800, Christopher Lam wrote:
>> Hi, having multiple checks for the same amount but different dates
>> and check number seems like a headache for any manual or automated
>> matcher.
>> Here's the algorithm as originally written since 2002 (23 years ago!)
>> https://github.com/Gnucash/gnucash/blob/6983adb14a389c13f828bae4f485b4748a8ead24/gnucash/import-export/import-backend.cpp#L579
>> Note the following scoring system:
>> - identical amounts get +3, otherwise -2 or -5
>> - identical dates get +3, otherwise +2, 0 or -5
>> - identical trans->num get +4, otherwise -2, or 0
>> - etc.
>>
>> Thus, an exact identical match in trans->num gets a relatively strong
>> score; you may need to check if the QFX/OFX sets it to the check
>> number. You may want to adjust the date thresholds in the global
>> preference.
>>
>> On Sat, 21 Feb 2026 at 10:43, Jon Schewe via gnucash-user
>> <gnucash-user at gnucash.org> wrote:
>>> I'm running into an issue when importing QFX files and matching
>>> transactions. Every week I write a check for the same amount.
>>> However
>>> the check doesn't clear the bank for a week or two. When I import
>>> my
>>> QFX file GnuCash wants to match the most recent check rather than
>>> the
>>> one 2 weeks back. Does anyone have a solution for allowing multiple
>>> matches to show up in the import dialog so that I can select the
>>> proper
>>> check?
>>>
>>> Also, is there a way for the check number to be visible in the
>>> import
>>> dialog?
>>>
>>> Thanks,
>>> Jon
>>>
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