For those interested, here is a summary of the matching algorithm:
Amount:
equal +3
within the atm fee threshold +2
outside the atm threshold -5
Date:
an exact match +3
within the likely match +2
between the likely match and the unlikely match 0
outside the unlikely match -5
Check Number if available:
an exact match +4
not a match -2
Memo if available:
a full case-insensative match +2
first half match +1
Description if available:
a full case-insensative match +2
first half match +1
If the score is less than match display threshold, not a match:
ADD
If the score is not the best match:
ADD
Best matches:
Score greater than or equal to auto-clear threshold:
If update match action is enabled and amount and date are exact
matches: UPDATE
Otherwise:
CLEAR
Score is less than or equal to the auto-add threshold:
ADD
Score is less than the auto-clear threshold and
greater than the auto-add threshold:
If skip transaction action enabled:
SKIP
If update match action enabled:
UPDATE
Otherwise:
ADD
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