Re: Wrong balance after entering transaction after import

[Matthew Pounsett]

On 21 March 2018 at 22:29, BPleasantHill  wrote:

> Hi:
>
> I am new to GnuCash and am converting from Quicken.
>
> *Problem Summary*
> I created a checking account, set a starting balance, and imported my
> quicken QIF file. Then I adjusted the Opening Balance. Everything is OK.
> Finally I entered a $60 payment. Instead of the balance going down by $60
> it
> went up by $1633.35. Why?
> 


 You've entered the date as the 21st.  Once that is properly sorted by
date, the transaction will move up several slots in the register to be just
after "from Linda for airport parking."  Once that re-sort takes place,
listed balance will make sense.
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Wrong balance after entering transaction after import

[BPleasantHill]

Hi:

I am new to GnuCash and am converting from Quicken.

*Problem Summary*
I created a checking account, set a starting balance, and imported my
quicken QIF file. Then I adjusted the Opening Balance. Everything is OK.
Finally I entered a $60 payment. Instead of the balance going down by $60 it
went up by $1633.35. Why?

*Detailed steps*
1. Exported my checking account from Quicken in a QIF file.
2. Created a new account in GnuCash in Assets:Checking and set the Opening
balance to my 1/1/18 statement balance
3. Imported the quicken QIF file.
4. The final balance didn't match my check register so I changed the
starting balance. Then things matched.
5. Entered a new transaction with $60 in the Decrease column. The balance
went from 7303.47 to 8937.02. I was expecting a balance of 7273.47. I can't
figure out what is wrong.
6. Just as an experiment I entered another $100 transaction and the balance
went down my $100 as expected.
Seems like something is wrong someplace when entering new transactions after
importing.

Here is a picture:
 

Any idea why the balance is wrong? Thanks for your help.

Bob




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Re: Finally ready to move from Windoze to Unix, suggestions of flavor of Unix to use **[solved]**

[David Carlson]

Linux is not Unix.  Nor is BSD.  Very few users are interested either of
the other two, but they both are very important in the grand scheme of
things.

David C

On Wed, Mar 21, 2018 at 3:05 PM, jeffrey black 
wrote:

> On 3/17/2018 11:35 AM, David T. via gnucash-user wrote:
> > Folks,
> > Thus is no longer a thread about gnucash. Perhaps you could take it to
> another venue.
> > David T.
> >
> >
> >
> >On Sat, Mar 17, 2018 at 20:57, Adrien Monteleone gmail.com> wrote:   Avoiding updating the kernel can leave you with
> security vulnerabilities. Last summer there was a bluetooth vulnerability
> that was patched and some patches for Spectre and Meltdown have recently
> been released with more pending.
> >
> > There is a solution to rebuilding drivers, however, called DKMS (Dynamic
> Kernel Module Support) Essentially, you install the dkms package first,
> then create a small .conf file with the instructions to build the driver
> using the modules instructions. You then copy the module files into the
> kernel source tree directories and then install the module using dkms. From
> there on out, each time you update the kernel, dkms will be called and it
> will re-compile and install any modules you set up this way. (note, this is
> generally how the custom drivers function of Ubuntu works. Virtualbox and
> Vmware also take advantage of dkms so their kernel modules survive kernel
> updates)
> >
> > Instructions can be found here: https://help.ubuntu.com/community/DKMS
> >
> > If the RTL drivers that are pre-installed don’t seem to want to work
> with your hardware, double check dmesg and look for any related warnings or
> errors about not loading firmware. Some hardware requires proprietary
> firmware even though the drivers are open-source. The message might even
> give you a web address to download it from, but you can most likely easily
> find it by doing a web search. All you have to do then is unpack the
> firmware and copy it to the /lib/firmware directory. (on *buntu and Debian
> systems) This will survive a kernel update as the firmware files don’t get
> zapped. (the driver is already in the kernel anyway)
> >
> >
> > Regards,
> > Adrien
> >
> >> On Mar 17, 2018, at 3:42 AM, DaveC49  wrote:
> >>
> >> Hi Jeffrey,
> >>
> >> I have been using Linux Mint which is a Debian/Ubuntu distribution for
> 4-5
> >> years with no major problems. The interface is fairly easy to
> transition to
> >> from Windows particularly if prior to Windows 8.
> >>
> >> The RTL8111/8168/8411 PCI Express controller should work with the
> standard
> >> Ubuntu distribution drivers. It works fine on my AMD desktop with no
> >> inetrvention.
> >>
> >> Some wireless 802.11ac wireless usb adapters are not supported by the
> >> inbuilt drivers. The list of supported drivers is widening all the time
> and
> >> there are prefeerred adapters for use with Linux. I have a Netgear A6100
> >> which is based on the Realtek 8811 chipset which is not supported by the
> >> inbuilt drivers. It uses an RTL8812 driver for which versions modified
> from
> >> Realteks sources for the Windows drivers for Linux need to be used .
> There
> >> are a number of repositories on Github which support drivers for
> chipsets
> >> which are not supported by the distribution's inbuilt driver  (e.g. for
> RTL
> >> 8812 driver https://github.com/diederikdehaas/rtl8812AU). They are not
> very
> >> difficult to compile and install. Sorting out which drivers need to be
> used
> >> can be a bit confusing at first. Ubuntu maintains lists of USB adpaters,
> >> chipsets with some references to respositories but not always completely
> >> upto date.
> >>
> >> One way to simplify things is to avoid updating the kernel version as
> you
> >> generally have to rebuild the drivers with a new kernel version. It is
> >> generally better to stay with the Linux kernel version that the
> distriubtion
> >> you use is based on. Linux Mint has a default option to not install
> kernel
> >> updates to new versions automatically. Sometimes the kernel changes
> require
> >> the drivers to be patched particularly changes in the major and minor
> >> version numbers. This generally happens reasonably quickly on most
> driver
> >> repositories. I try to use repositories which are being updated fairly
> >> frequently like the above. When there is an enforced update as with the
> >> Sceptre and Meltdown vulnerabilities, the kernel versions on which the
> >> distributions are based are usually patched fairly quickly.
> >>
> >> David
> >>
> >>
> >>
> >> -
> >> David Cousens
> >> --
> >> Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-
> f1415819.html
> >> ___
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> >> https://lists.gnucash.org/mailman/listinfo/gnucash-user
> >> If you are using 

Re: Finally ready to move from Windoze to Unix, suggestions of flavor of Unix to use **[solved]**

[jeffrey black]

On 3/17/2018 11:35 AM, David T. via gnucash-user wrote:
> Folks,
> Thus is no longer a thread about gnucash. Perhaps you could take it to 
> another venue.
> David T.
>
>   
>   
>On Sat, Mar 17, 2018 at 20:57, Adrien 
> Monteleone wrote:   Avoiding updating the kernel 
> can leave you with security vulnerabilities. Last summer there was a 
> bluetooth vulnerability that was patched and some patches for Spectre and 
> Meltdown have recently been released with more pending.
>
> There is a solution to rebuilding drivers, however, called DKMS (Dynamic 
> Kernel Module Support) Essentially, you install the dkms package first, then 
> create a small .conf file with the instructions to build the driver using the 
> modules instructions. You then copy the module files into the kernel source 
> tree directories and then install the module using dkms. From there on out, 
> each time you update the kernel, dkms will be called and it will re-compile 
> and install any modules you set up this way. (note, this is generally how the 
> custom drivers function of Ubuntu works. Virtualbox and Vmware also take 
> advantage of dkms so their kernel modules survive kernel updates)
>
> Instructions can be found here: https://help.ubuntu.com/community/DKMS
>
> If the RTL drivers that are pre-installed don’t seem to want to work with 
> your hardware, double check dmesg and look for any related warnings or errors 
> about not loading firmware. Some hardware requires proprietary firmware even 
> though the drivers are open-source. The message might even give you a web 
> address to download it from, but you can most likely easily find it by doing 
> a web search. All you have to do then is unpack the firmware and copy it to 
> the /lib/firmware directory. (on *buntu and Debian systems) This will survive 
> a kernel update as the firmware files don’t get zapped. (the driver is 
> already in the kernel anyway)
>
>
> Regards,
> Adrien
>
>> On Mar 17, 2018, at 3:42 AM, DaveC49  wrote:
>>
>> Hi Jeffrey,
>>
>> I have been using Linux Mint which is a Debian/Ubuntu distribution for 4-5
>> years with no major problems. The interface is fairly easy to transition to
>> from Windows particularly if prior to Windows 8.
>>
>> The RTL8111/8168/8411 PCI Express controller should work with the standard
>> Ubuntu distribution drivers. It works fine on my AMD desktop with no
>> inetrvention.
>>
>> Some wireless 802.11ac wireless usb adapters are not supported by the
>> inbuilt drivers. The list of supported drivers is widening all the time and
>> there are prefeerred adapters for use with Linux. I have a Netgear A6100
>> which is based on the Realtek 8811 chipset which is not supported by the
>> inbuilt drivers. It uses an RTL8812 driver for which versions modified from
>> Realteks sources for the Windows drivers for Linux need to be used . There
>> are a number of repositories on Github which support drivers for chipsets
>> which are not supported by the distribution's inbuilt driver  (e.g. for RTL
>> 8812 driver https://github.com/diederikdehaas/rtl8812AU). They are not very
>> difficult to compile and install. Sorting out which drivers need to be used
>> can be a bit confusing at first. Ubuntu maintains lists of USB adpaters,
>> chipsets with some references to respositories but not always completely
>> upto date.
>>
>> One way to simplify things is to avoid updating the kernel version as you
>> generally have to rebuild the drivers with a new kernel version. It is
>> generally better to stay with the Linux kernel version that the distriubtion
>> you use is based on. Linux Mint has a default option to not install kernel
>> updates to new versions automatically. Sometimes the kernel changes require
>> the drivers to be patched particularly changes in the major and minor
>> version numbers. This generally happens reasonably quickly on most driver
>> repositories. I try to use repositories which are being updated fairly
>> frequently like the above. When there is an enforced update as with the
>> Sceptre and Meltdown vulnerabilities, the kernel versions on which the
>> distributions are based are usually patched fairly quickly.
>>
>> David
>>
>>
>>
>> -
>> David Cousens
>> --
>> Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html
>> ___
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Re: Tax tables

[jeffrey black]

On 3/18/2018 11:00 AM, John Ralls wrote:
>
>> On Mar 18, 2018, at 8:43 AM, Alan Schold  wrote:
>>
>> Wll the tax template in Reports be updated in light of the new US tax law?
>
> Eventually, when Alex Aycinena finds time to do it.
>
> Regards,
> John Ralls
>
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> .
>
Alex and I have had a discussion about this.

Currently, GnuCash uses Version 41 of the txf (tax exchange format) 
format.  The newest I have been able to locate is V42, which was last 
updated in November of 2011.  These codes are "supposedly" maintained by 
Intuit.  V42 does better represent some I.R.S. forms.  Unfortunately, 
numerous tax forms have changed since then and some new ones added.

Hopefully, Alex will have time to incorporate the V42 txf codes into the 
next stable release of GnuCash.

Personally, I hope there is a newer version of txf codes out there 
somewhere right now that more accurately reflects current tax forms and 
could be incorporated in future revisions of GnuCash.  I have continued 
to look without luck but; maybe some other user or developer, out there 
will have better luck locating a newer version of txf codes.

Either way, GnuCash, in it's current evolution has been a great time 
saver for me and I am grateful for all the effort the developers have 
put into making GnuCash the best accounting software available.

--JEffrey Black M.B.A.


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Re: Profit and Loss report

[Adrien Monteleone]

Not quite.

But you can achieve the result of both reports on the same ‘page’ using a 
custom multi-column report. (located in Reports > Sample & Custom)

Set one column to display the P for the month, the second column, for the P 
YTD.

Unfortunately, you’ll get duplicated account name columns with this method.

You can copy/paste or export the report to a spreadsheet and remove the extra 
account labels column if you prefer.

Regards,
Adrien

> On Mar 21, 2018, at 11:39 AM, Mike Schliebe  wrote:
> 
> I would like to have a P report that shows the current month and year to 
> date. Is there a way to do that?
> 
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Re: Preferences - Online Banking

[Adrien Monteleone]

I think that’s actually a list setting:



Changing the first will of course send your own message to you. The second will 
just confirm it was received by the mailing list software.

One could always check the archives though—e.g.,

https://lists.gnucash.org/pipermail/gnucash-user/2018-March/thread.html

(or other sorting preference)


Regards,
Adrien

> On Mar 21, 2018, at 8:26 AM, Colin Law  wrote:
> 
> On 21 March 2018 at 12:39, D via gnucash-user  
> wrote:
>> https://lists.gnucash.org/pipermail/gnucash-user/2018-March/075522.html with 
>> replies following.
>> 
>> As you are not the first to ask about an unanswered message, I wonder 
>> whether there's something causing messages to disappear on their way back to 
>> users...
> 
> It is a gmail issue. When one sends an email to the list from gmail
> then gmail does not show your own message coming back until someone
> replies to it.
> 
> Colin
> 
>> 
>> David
>> 
>> On March 21, 2018, at 4:58 PM, R Winstead  wrote:
>> 
>> I guess I'm just sending this to the moderator for this group.  I never saw
>> this come across in email so I'm wondering if this was not released to the
>> group by the moderator, or was there some other reason?  I have checked
>> archives and I didn't see anything that would answer my question.  I don't
>> believe I've done anything outside of the rules of etiquette for this
>> group, but please let me know if I have.
>> 
>> Thank you.
>> 
>> On Sun, Mar 18, 2018 at 8:49 AM, R Winstead 
>> wrote:
>> 
>>> After following this list for a few months, I believe others are having
>>> issues with Bayes Matching and importing files from their financial
>>> institutions.  Rather than hijack one of those threads, I thought I would
>>> ask my specific question.
>>> 
>>> Has anybody found any value in changing the settings under
>>> Preferences>Online Banking to improve the overall matching that takes place
>>> for an import?   I'm sure that the settings that I have under
>>> Preferences>Online Banking are the default values.
>>> 
>>> I've read through the documentation and admittedly do not fully understand
>>> the details of how this works.  I think the most likely parameters that I
>>> could update to improve the behavior are the threshold settings under "Use
>>> bayesian matching".  That said, I don't know that those settings would
>>> affect the most annoying behavior of imports, which is the matching to
>>> Reconciled transactions.  Once a transaction is reconciled, I would hope to
>>> never see it come up in the matching window for update, but that happens
>>> with every import.  Hopefully a setting in the next version could address
>>> that...
>>> 
>>> Thanks.
>>> RW
>>> 
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Re: Export transactions to CSV

[GT-I9070 H]

;)

2018-03-21 13:38 GMT-03:00 Stan Brown :

> Thanks for the suggestion. I took a quick look, and it looks like it will
> be very helpful.
>
> --
> Stan Brown
> the_stan_br...@fastmail.fm
> http://BrownMath.com
> http://OakRoadSystems.com/
>
> On Tue, Mar 20, 2018, at 11:03 PM, GT-I9070 H wrote:
> >  Stan Brown,
> >
> > You can use XLSM2QIF to pass your xml file from GnuCash to MS Excel and
> > then export to CSV as you wish.
> >
> > See: https://wiki.gnucash.org/wiki/Published_tools
> >
> > > > On Mar 18, 2018, at 12:48 PM, Stan Brown  >
> > > wrote:
> > > > In the dialog for Export Transactions to CSV, I can't figure out how
> to
> > > > tell it to do transactions for all accounts. I had to go through the
> > > > whole dialog process four times, selecting accounts and re-selecting
> > > > dates and having my archived transactions split into four files.
>
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Profit and Loss report

[Mike Schliebe]

I would like to have a P report that shows the current month and year 
to date. Is there a way to do that?


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Re: Export transactions to CSV

[Stan Brown]

Thanks for the suggestion. I took a quick look, and it looks like it will be 
very helpful.

-- 
Stan Brown
the_stan_br...@fastmail.fm
http://BrownMath.com
http://OakRoadSystems.com/

On Tue, Mar 20, 2018, at 11:03 PM, GT-I9070 H wrote:
>  Stan Brown,
> 
> You can use XLSM2QIF to pass your xml file from GnuCash to MS Excel and
> then export to CSV as you wish.
> 
> See: https://wiki.gnucash.org/wiki/Published_tools
> 
> > > On Mar 18, 2018, at 12:48 PM, Stan Brown 
> > wrote:
> > > In the dialog for Export Transactions to CSV, I can't figure out how to
> > > tell it to do transactions for all accounts. I had to go through the
> > > whole dialog process four times, selecting accounts and re-selecting
> > > dates and having my archived transactions split into four files.
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Re: Preferences - Online Banking

[Colin Law]

On 21 March 2018 at 12:39, D via gnucash-user  wrote:
> https://lists.gnucash.org/pipermail/gnucash-user/2018-March/075522.html with 
> replies following.
>
> As you are not the first to ask about an unanswered message, I wonder whether 
> there's something causing messages to disappear on their way back to users...

It is a gmail issue. When one sends an email to the list from gmail
then gmail does not show your own message coming back until someone
replies to it.

Colin

>
> David
>
> On March 21, 2018, at 4:58 PM, R Winstead  wrote:
>
> I guess I'm just sending this to the moderator for this group.  I never saw
> this come across in email so I'm wondering if this was not released to the
> group by the moderator, or was there some other reason?  I have checked
> archives and I didn't see anything that would answer my question.  I don't
> believe I've done anything outside of the rules of etiquette for this
> group, but please let me know if I have.
>
> Thank you.
>
> On Sun, Mar 18, 2018 at 8:49 AM, R Winstead 
> wrote:
>
>> After following this list for a few months, I believe others are having
>> issues with Bayes Matching and importing files from their financial
>> institutions.  Rather than hijack one of those threads, I thought I would
>> ask my specific question.
>>
>> Has anybody found any value in changing the settings under
>> Preferences>Online Banking to improve the overall matching that takes place
>> for an import?   I'm sure that the settings that I have under
>> Preferences>Online Banking are the default values.
>>
>> I've read through the documentation and admittedly do not fully understand
>> the details of how this works.  I think the most likely parameters that I
>> could update to improve the behavior are the threshold settings under "Use
>> bayesian matching".  That said, I don't know that those settings would
>> affect the most annoying behavior of imports, which is the matching to
>> Reconciled transactions.  Once a transaction is reconciled, I would hope to
>> never see it come up in the matching window for update, but that happens
>> with every import.  Hopefully a setting in the next version could address
>> that...
>>
>> Thanks.
>> RW
>>
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Re: Preferences - Online Banking

[R Winstead]

Good to know my message went through and I'll keep in mind for future posts.

Given the responses, it leads me to believe that most people leave the
default settings as is, and there aren't some basic manipulations that
improve the matching process - particularly around the threshold values for
"match display", "auto-add", and "auto-clear".  It would be completely
valid that the default settings are likely optimal.  For me, matching does
work, with manipulation during the import process.  I was just hoping to
find some improvement.

Thanks.

RW

On Wed, Mar 21, 2018 at 8:39 AM, D  wrote:

> https://lists.gnucash.org/pipermail/gnucash-user/2018-March/075522.html
> with replies following.
>
> As you are not the first to ask about an unanswered message, I wonder
> whether there's something causing messages to disappear on their way back
> to users...
>
> David
>
> On March 21, 2018, at 4:58 PM, R Winstead 
> wrote:
>
> I guess I'm just sending this to the moderator for this group.  I never saw
> this come across in email so I'm wondering if this was not released to the
> group by the moderator, or was there some other reason?  I have checked
> archives and I didn't see anything that would answer my question.  I don't
> believe I've done anything outside of the rules of etiquette for this
> group, but please let me know if I have.
>
> Thank you.
>
> On Sun, Mar 18, 2018 at 8:49 AM, R Winstead 
> wrote:
>
> > After following this list for a few months, I believe others are having
> > issues with Bayes Matching and importing files from their financial
> > institutions.  Rather than hijack one of those threads, I thought I would
> > ask my specific question.
> >
> > Has anybody found any value in changing the settings under
> > Preferences>Online Banking to improve the overall matching that takes
> place
> > for an import?   I'm sure that the settings that I have under
> > Preferences>Online Banking are the default values.
> >
> > I've read through the documentation and admittedly do not fully
> understand
> > the details of how this works.  I think the most likely parameters that I
> > could update to improve the behavior are the threshold settings under
> "Use
> > bayesian matching".  That said, I don't know that those settings would
> > affect the most annoying behavior of imports, which is the matching to
> > Reconciled transactions.  Once a transaction is reconciled, I would hope
> to
> > never see it come up in the matching window for update, but that happens
> > with every import.  Hopefully a setting in the next version could address
> > that...
> >
> > Thanks.
> > RW
> >
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Avoid linking 3.parties;was: Unable to download stock quotes

[Frank H. Ellenberger]

Hi Chris,

Am 21.03.2018 um 00:31 schrieb Chris Good:
-- >8 ---
> Hi Santer,
> 
> I don't think I have heard of Yahoo JSON being slow before.
> I just did a test and for my 16 stocks it took approx. 15 seconds.
> Is it just slow for you or does it actually hang?
> If you don't mind telling us, how many stocks do you have using Yahoo JSON?
> 
> If you are using Windows, have you tried using my new YahooJSON.pm that has
> the warning messages fixed?
> See
> http://gnucash.1415818.n4.nabble.com/Fix-for-yahoo-json-for-Windows-users-tt
> 4697837.html
> 
> Regards, Chris Good
> 
> 
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you would better use
https://lists.gnucash.org/mailman/listinfo/gnucash-user from the email
footer in this case - our other lists work similar,
jump to http://lists.gnucash.org/pipermail/gnucash-user/ "gnucash-user
Archives",
select your preferred view of the desired month,
select the mail:
https://lists.gnucash.org/pipermail/gnucash-user/2018-March/075252.html

Regards
Frank
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Re: Preferences - Online Banking

[D via gnucash-user]

https://lists.gnucash.org/pipermail/gnucash-user/2018-March/075522.html with 
replies following.

As you are not the first to ask about an unanswered message, I wonder whether 
there's something causing messages to disappear on their way back to users...

David

On March 21, 2018, at 4:58 PM, R Winstead  wrote:

I guess I'm just sending this to the moderator for this group.  I never saw
this come across in email so I'm wondering if this was not released to the
group by the moderator, or was there some other reason?  I have checked
archives and I didn't see anything that would answer my question.  I don't
believe I've done anything outside of the rules of etiquette for this
group, but please let me know if I have.

Thank you.

On Sun, Mar 18, 2018 at 8:49 AM, R Winstead 
wrote:

> After following this list for a few months, I believe others are having
> issues with Bayes Matching and importing files from their financial
> institutions.  Rather than hijack one of those threads, I thought I would
> ask my specific question.
>
> Has anybody found any value in changing the settings under
> Preferences>Online Banking to improve the overall matching that takes place
> for an import?   I'm sure that the settings that I have under
> Preferences>Online Banking are the default values.
>
> I've read through the documentation and admittedly do not fully understand
> the details of how this works.  I think the most likely parameters that I
> could update to improve the behavior are the threshold settings under "Use
> bayesian matching".  That said, I don't know that those settings would
> affect the most annoying behavior of imports, which is the matching to
> Reconciled transactions.  Once a transaction is reconciled, I would hope to
> never see it come up in the matching window for update, but that happens
> with every import.  Hopefully a setting in the next version could address
> that...
>
> Thanks.
> RW
>
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Re: Preferences - Online Banking

[Dave H]

No it showed up a few days ago.  I can't help you though as I never import
anything at all into GnuCash

Cheers Dave H.

On 21 March 2018 at 21:58, R Winstead  wrote:

> I guess I'm just sending this to the moderator for this group.  I never saw
> this come across in email so I'm wondering if this was not released to the
> group by the moderator, or was there some other reason?  I have checked
> archives and I didn't see anything that would answer my question.  I don't
> believe I've done anything outside of the rules of etiquette for this
> group, but please let me know if I have.
>
> Thank you.
>
> On Sun, Mar 18, 2018 at 8:49 AM, R Winstead 
> wrote:
>
> > After following this list for a few months, I believe others are having
> > issues with Bayes Matching and importing files from their financial
> > institutions.  Rather than hijack one of those threads, I thought I would
> > ask my specific question.
> >
> > Has anybody found any value in changing the settings under
> > Preferences>Online Banking to improve the overall matching that takes
> place
> > for an import?   I'm sure that the settings that I have under
> > Preferences>Online Banking are the default values.
> >
> > I've read through the documentation and admittedly do not fully
> understand
> > the details of how this works.  I think the most likely parameters that I
> > could update to improve the behavior are the threshold settings under
> "Use
> > bayesian matching".  That said, I don't know that those settings would
> > affect the most annoying behavior of imports, which is the matching to
> > Reconciled transactions.  Once a transaction is reconciled, I would hope
> to
> > never see it come up in the matching window for update, but that happens
> > with every import.  Hopefully a setting in the next version could address
> > that...
> >
> > Thanks.
> > RW
> >
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Re: Preferences - Online Banking

[Maf. King]

Hi RW,

your original message made it to the list OK (well, I got a copy...)

I also think that you are well within the rules of ettiquette.

I haven't see a reply to the list, nor do I have anything to add as I don't 
import transactions.

HTH,
Maf.



On Wednesday, 21 March 2018 11:58:01 GMT R Winstead wrote:
> I guess I'm just sending this to the moderator for this group.  I never saw
> this come across in email so I'm wondering if this was not released to the
> group by the moderator, or was there some other reason?  I have checked
> archives and I didn't see anything that would answer my question.  I don't
> believe I've done anything outside of the rules of etiquette for this
> group, but please let me know if I have.
> 
> Thank you.
> 
> On Sun, Mar 18, 2018 at 8:49 AM, R Winstead 
> 
> wrote:
> > After following this list for a few months, I believe others are having
> > issues with Bayes Matching and importing files from their financial
> > institutions.  Rather than hijack one of those threads, I thought I would
> > ask my specific question.
> > 
> > Has anybody found any value in changing the settings under
> > Preferences>Online Banking to improve the overall matching that takes
> > place
> > for an import?   I'm sure that the settings that I have under
> > Preferences>Online Banking are the default values.
> > 
> > I've read through the documentation and admittedly do not fully understand
> > the details of how this works.  I think the most likely parameters that I
> > could update to improve the behavior are the threshold settings under "Use
> > bayesian matching".  That said, I don't know that those settings would
> > affect the most annoying behavior of imports, which is the matching to
> > Reconciled transactions.  Once a transaction is reconciled, I would hope
> > to
> > never see it come up in the matching window for update, but that happens
> > with every import.  Hopefully a setting in the next version could address
> > that...
> > 
> > Thanks.
> > RW
> 

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