Thanks David! Well, the manual said that you could edit the rules
manually, but how, and where? In the Generic Transaction Import Matcher
Window? What do the checkboxes A, U+C and C mean? Nothing was
explained in the manual. The manual also indicated that if no match
found, the import process would assign the transaction to the Imbalanced
account by default. However, if I assign the transaction to unmatched
by uncheck all boxes, the transaction won't get imported at all.
https://gnucash.org/docs/v5/C/gnucash-manual//trans-import.html#trans-import-matcher
I am using GC 5.4 on Mac. Thanks! -- JC
On 2/4/24 12:18 AM, David Cousens wrote:
The rules are created automatically when you assign transfer accounts
during the import matcher process when you first start importing. You
have to complete the import after assigning the accounts to create the
"rules" (actually a probability table for tokens in the desciption,
amount and other fields). They cannot be created manually but therules
created can be edited. The bayesian matcher is AFAIK the default.
Check with Edit_>Preferences-> the select "use bayesian matching"
Checkbox on the Import tab of the dialogue.
Tools_>Import Map Editor allows you to edit the data in the probability
tables which makes up the rules.
Also see
https://gnucash.org/docs/v5/C/gnucash-manual//trans-import.html
On Sat, 2024-02-03 at 21:01 -0500, Jediator wrote:
I couldn't get the automatic account match to work when importing
bank/credit card transactions to GC. Is there anyway to manually
create
the matching rules? Thanks! -- JC
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