Thanks everyone. It looks like I should try upgrading to 4.8. I didn't realize that the official Ubuntu 20.04 repository provides 3.8, and that the ppa:sicklylife/gnucash repository is at 4.2. So one more question: do you recommend the flatpack approach, or attempting to compile from source?
--- David Mintz https://davidmintz.org Capitalism has failed. https://wsws.org On Thu, Nov 4, 2021, at 11:26 PM, davidcousen...@gmail.com wrote: > David > > That should not be a problem at all. I used 3.7 and 3.8 before up grading to > 4.8 > and imported OFX files regularly without any problem and have recently been > importing them in 4.8 without any problems. Usually as long as the second > transfer account has been specified for all the transactions before the Import > button is pressed then the data for the import matching algorithm is stored > during the import process. If that does not complete then the imbalance > account > will normally only be applied if no transfer account was specified when it was > imported. If you don't complete the import process however the data isn't > recorded. > > You can use the Tools->Import Map Editor to edit the stored data (Bayesian) > and > look to see if an Imbalance account has actually been mapped at some stage but > AFAIK the matcher shouldn't store a mapping to an imbalance account in the > database. If you do find any data mapping to an Imbalance account in the > "Mapped > to Account Name" column you can delete it in the editor by selecting the line > and pressing the "Delete" button at the bottom right of the window. Using the > Filter set to "Imbalance" should locate any such records. You can then > multiply > select them and delete all of them. > > David Cousens > > > On Thu, 2021-11-04 at 21:02 -0400, David Mintz wrote: >> Yes yes, I am talking about having to assign the accounts during the import >> process in the matching window. I understand that that is the point in the >> workflow where you have to do this. That's how I've been doing it -- over and >> over. >> >> --- >> David Mintz >> https://davidmintz.org >> Capitalism has failed. https://wsws.org >> >> On Thu, Nov 4, 2021, at 8:24 PM, Jean Laroche wrote: >> > Make sure you do the assignment during the matching, in the matching >> > window. Not after matching is all done in the registry (in which case GC >> > does not learn anything). >> > >> > Jean >> > >> > On 11/4/21 5:13 PM, David Mintz wrote: >> > > Hello, >> > > >> > > I am running Version: 3.8 Build ID: 3.8b+(2019-12-29) and when I import a >> > > QFX, nearly all the transactions are assigned to "Imbalanced" even though >> > > I have gone through multiple iterations of trying to teach GC to >> > > recognize >> > > transactions by assigning the accounts manually. I have seen earlier >> > > postings about this, but the most detailed discussions were serveral >> > > years >> > > ago, and the most recent says, in substance, "just keep trying". I >> > > hesitate to do that because I fear it's a fool's errand. How many times >> > > do >> > > I need to tell it "Stop & Shop" belongs to Expenses:groceries? >> > > >> > > One strange detail: I tend to neglect my financial record-keeping for >> > > months at a time, but as I recall, I was not having this problem a few >> > > months ago. It seems to be a case of *it used to work but now it >> > > doesn't.* >> > > >> > > I've read that it may be that it thinks "Imbalanced" is the answer, and >> > > cannot unlearn. Is there a any way to wipe the slate clean, so to speak, >> > > and force GC to start over so? >> > > >> > > I've also seen that people have written Perl scripts to run against their >> > > data files and yeah, I could try that -- but I'd much prefer to get >> > > GnuCash to work properly without having to intervene this way. >> > > >> > > Any suggestions? >> > > >> > > Gratefully, >> > > >> > > David >> > > >> > > >> > > --- >> > > David Mintz >> > > https://davidmintz.org >> > > Capitalism has failed. https://wsws.org >> > > _______________________________________________ >> > > 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. >> _______________________________________________ >> 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. _______________________________________________ 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. 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