Re: [GNC] Best way to Auto Sync GC Checking Transactions with the Bank?

2020-10-19 Thread Greg Feneis
Regarding loose cannon with debit card, convert them to using a credit card? Essentially free credit so long as you pay it off every month. Then you only have to deal with it once every month. The GnuCash matcher isn't perfect, but it works well. Kind regards, Greg Feneis (Pixel 3) On Sun,

Re: [GNC] Best way to Auto Sync GC Checking Transactions with the Bank?

2020-10-18 Thread Adrien Monteleone
On 10/18/20 12:51 PM, Fran_3 via gnucash-user wrote: David, thanks for the comments. I'm going to experiment more with the import matcher. I have discovered this time saving tip... we can... - Log on to our bank, drag the mouse over the transactions, and copy into the paste buffer - Then

Re: [GNC] Best way to Auto Sync GC Checking Transactions with the Bank?

2020-10-18 Thread Adrien Monteleone
On 10/18/20 12:22 PM, Fran_3 via gnucash-user wrote: Adrien, Yes, in the old days before debit cards and auto-pay we did a reconciliation once a month... when the paper bank statement showed up in the mail box. In those days if we didn't write a check then no bank transaction should

Re: [GNC] Best way to Auto Sync GC Checking Transactions with the Bank?

2020-10-18 Thread Fran_3 via gnucash-user
David, thanks for the comments. I'm going to experiment more with the import matcher. I have discovered this time saving tip... we can... - Log on to our bank, drag the mouse over the transactions, and copy into the paste buffer - Then paste them directly into a Google Sheet...- Thus avoiding

Re: [GNC] Best way to Auto Sync GC Checking Transactions with the Bank?

2020-10-18 Thread Fran_3 via gnucash-user
Adrien, Yes, in the old days before debit cards and auto-pay we did a reconciliation once a month... when the paper bank statement showed up in the mail box. In those days if we didn't write a check then no bank transaction should appear... other than bank charges. Much simpler times :-) Now

Re: [GNC] Best way to Auto Sync GC Checking Transactions with the Bank?

2020-10-17 Thread David Carlson
Regarding import/update frequency, I would personally shoot for a periodicity that generates a reasonably small number of transactions at a time to handle in ten or fifteen minutes max, as that is when I start to get careless in matching. That could mean daily for some users, or about a week or

Re: [GNC] Best way to Auto Sync GC Checking Transactions with the Bank?

2020-10-17 Thread Adrien Monteleone
The Help/Guide and probably the wiki (as well as various threads in this list) will provide more insight into how the Import Matcher works, along with tips and tricks to use it most effectively. My first question would be, "What is the reason for doing this daily? What advantage over larger

[GNC] Best way to Auto Sync GC Checking Transactions with the Bank?

2020-10-16 Thread Fran_3 via gnucash-user
Given a checking account with a number incidental and auto pay transactions ocuring daily... Is there a way to automate...- logging on to the bank daily- determining which transactions have hit the bank but are not posted in GnuCash- then updating GnuCash with those unrecorded transactions?