Under Tools/Import Map Editor. A is for add (for those transaction that have no match), U+C is update and clear ( updates your entry with what the matcher has and clears the transaction), and c is for clearing a matching transaction with no changes to your original entry. If you uncheck all those boxes it doesn't import.
Thank You, Gyle McCollam Gyle McCollam gmccol...@live.com<mailto:gmccol...@gyleshomes.com> email ________________________________ From: gnucash-user <gnucash-user-bounces+gylemc=gmail....@gnucash.org> on behalf of Jediator <jedia...@artemisspace.com> Sent: Sunday, February 4, 2024 9:27 PM To: gnucash-user@gnucash.org <gnucash-user@gnucash.org> Subject: Re: [GNC] Automatic account match doesn't work when import transactions 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 >> _______________________________________________ >> gnucash-user mailing list >> gnucash-user@gnucash.org >> To update your subscription preferences or to unsubscribe: >> https://lists.gnucash.org/mailman/listinfo/gnucash-user >> ----- >> 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 > ----- > 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 ----- 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 ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
