I’ve been using GnuCash for five or six years now, and by and large it works
very well for me. The one thing that I still find somewhat annoying is poor
baysean matching of imported transactions to scheduled ones on my credit cards.
Maybe 80-85% of everything matches perfectly, but there are a few items which
seem to never match. Typical example is my water/storm/garbage bill. It
tends to vary by +/- $10 every month. The Bayes filter almost never matches it
(due to the price variance I assume), and the “right” one doesn’t show up in
the manual match list if I try to match manually (minimum to display currently
set at 1). Often I’ll get some other transaction in the list which has a
closer price, but wrong description/text. Usually that other transaction was
matched by Bayes to some other transaction in the import, which is extra
frustrating; You can’t reconcile 2 imported transactions to the same scheduled
Similar issue with my contributions to college savings plans for 2 children.
Same price, only difference is the account# in the description field. Bayes
/always/ matches both incoming transactions to the lexically-sorted first one
of the 2 scheduled Tx in my register.
Looking for some way to force-train the bayes DB better:
- Temporarily lower the filter enough for the right transaction to show up
- Have Bayes re-match when I do something like set the proper expense
account for the new transaction
- Some way to “force match” the two transactions after the initial import
(and kill the duplicate)
- Figure out how to update my scheduled Transaction so it’ll show up “above
the line” and I can select it.
Open to any ideas/guidance. I see from the release notes that 3.0 is
supposed to have new/better Bayes support; will that help me resolve this?
Thanks for any/all assistance!
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