[GNC] automatic reconnaissance of a transaction
Hello When I import transactions from my bank accounts, some transactions, very few in fact, are recognized by GnuCash. It used to be better at recognizing but I find it's less and less. Is there a way to help that "reconnaissance" ? Some transactions I am registering are *always* posted in the same category (eg. Expenses->Groceries) but it keeps on not being recognized. Thank you Joffrey -- -- Je roule pour la santé des hommes. I ride for men's health https://gentlemansride.com ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] automatic reconnaissance of a transaction
> On Dec 3, 2019, at 4:16 PM, Joffrey Bienvenue > wrote: > > Hello > > When I import transactions from my bank accounts, some transactions, very > few in fact, are recognized by GnuCash. It used to be better at recognizing > but I find it's less and less. > > Is there a way to help that "reconnaissance" ? > > Some transactions I am registering are *always* posted in the same category > (eg. Expenses->Groceries) but it keeps on not being recognized. The matcher works mostly from descriptions. Have those changed significantly? There are two things you can do: Always update the matches and from time to time use Tools>Import Match Editor to remove obsolete matches that might lead the match algorithm astray. If nearly all of your transactions will match descriptions exactly with their predecessors then the non-Bayesian matcher may work better, but in all other cases the Bayesian one will be better in the long run, though it requires more training at the outset to start getting good matches and needs to be maintained by reviewing matches and correcting mismatches *in the matcher* to keep on track. Regards, John Ralls ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] automatic reconnaissance of a transaction
Thanks for the update! Yeah I can understand when description changes but here I'm referring to transactions that are always the same and never get automatched I'll look at the options you gave me. Cheers, Joffrey On Tue, 3 Dec 2019 at 22:57, John Ralls wrote: > > > > On Dec 3, 2019, at 4:16 PM, Joffrey Bienvenue < > joffrey.bienve...@gmail.com> wrote: > > > > Hello > > > > When I import transactions from my bank accounts, some transactions, very > > few in fact, are recognized by GnuCash. It used to be better at > recognizing > > but I find it's less and less. > > > > Is there a way to help that "reconnaissance" ? > > > > Some transactions I am registering are *always* posted in the same > category > > (eg. Expenses->Groceries) but it keeps on not being recognized. > > The matcher works mostly from descriptions. Have those changed > significantly? > > There are two things you can do: Always update the matches and from time > to time use Tools>Import Match Editor to remove obsolete matches that might > lead the match algorithm astray. > > If nearly all of your transactions will match descriptions exactly with > their predecessors then the non-Bayesian matcher may work better, but in > all other cases the Bayesian one will be better in the long run, though it > requires more training at the outset to start getting good matches and > needs to be maintained by reviewing matches and correcting mismatches *in > the matcher* to keep on track. > > Regards, > John Ralls > > -- -- Je roule pour la santé des hommes. I ride for men's health https://gentlemansride.com ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] automatic reconnaissance of a transaction
On 12/3/19 10:57 PM, John Ralls wrote: On Dec 3, 2019, at 4:16 PM, Joffrey Bienvenue wrote: Hello When I import transactions from my bank accounts, some transactions, very few in fact, are recognized by GnuCash. It used to be better at recognizing but I find it's less and less. Is there a way to help that "reconnaissance" ? Some transactions I am registering are *always* posted in the same category (eg. Expenses->Groceries) but it keeps on not being recognized. The matcher works mostly from descriptions. Have those changed significantly? There are two things you can do: Always update the matches and from time to time use Tools>Import Match Editor to remove obsolete matches that might lead the match algorithm astray. I have no such action under "Tools". I do have a Tools-->Import Map Editor, but it doesn't show any individual entries that can be changed. Version: 3.7 Build ID: 3.7+(2019-09-07) Finance::Quote: 1.47 openSUSE Tumbleweed Ken ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
Re: [GNC] automatic reconnaissance of a transaction
Just to be clear, when a user selects a file for import, it's transactions appear in the matcher dialog. This is where the user must correct whatever assignments are not done, or are done incorrectly. The matcher only learns from corrections made from within this dialog. Once the user is past this dialog, and the transactions have been imported and appear in a GnuCash register, if some error is found and gets corrected, the matcher doesn't learn from this correction, so it will likely fail the same way the next time. Kind regards, Greg Feneis (Pixel 3) On Wed, Dec 4, 2019, 07:39 Joffrey Bienvenue wrote: > Thanks for the update! > > Yeah I can understand when description changes but here I'm referring to > transactions that are always the same and never get automatched > > I'll look at the options you gave me. > > Cheers, > Joffrey > > On Tue, 3 Dec 2019 at 22:57, John Ralls wrote: > > > > > > > > On Dec 3, 2019, at 4:16 PM, Joffrey Bienvenue < > > joffrey.bienve...@gmail.com> wrote: > > > > > > Hello > > > > > > When I import transactions from my bank accounts, some transactions, > very > > > few in fact, are recognized by GnuCash. It used to be better at > > recognizing > > > but I find it's less and less. > > > > > > Is there a way to help that "reconnaissance" ? > > > > > > Some transactions I am registering are *always* posted in the same > > category > > > (eg. Expenses->Groceries) but it keeps on not being recognized. > > > > The matcher works mostly from descriptions. Have those changed > > significantly? > > > > There are two things you can do: Always update the matches and from time > > to time use Tools>Import Match Editor to remove obsolete matches that > might > > lead the match algorithm astray. > > > > If nearly all of your transactions will match descriptions exactly with > > their predecessors then the non-Bayesian matcher may work better, but in > > all other cases the Bayesian one will be better in the long run, though > it > > requires more training at the outset to start getting good matches and > > needs to be maintained by reviewing matches and correcting mismatches *in > > the matcher* to keep on track. > > > > Regards, > > John Ralls > > > > > > -- > -- > Je roule pour la santé des hommes. I ride for men's health > https://gentlemansride.com > ___ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > - > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > ___ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. - Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
