Yes the whole Section 6.16.7 applies to the Generic Transaction ImportMatcher Window.
From memory if you left click on the transfer account field "Account" in a selected record it should bring up the account selection dialogue. A right click anywhere on the record will bring up a popup menu from which you can select "Assign a transfer account" which works whether there is a single or multiple records selected. There is only one record selected or more than one. You can select multiple records then select a single transfer account to be applied to all of them. The meaning of the checkboxes and the color of the line backgroundis given in Table 6.1. If the Imbalance account is assigned because there is no match the background color of the record will be gold. Right click to get the popup menu select "Assign a transfer account and select the desired account. There are two levels of matching going on. The first is whether the imported transaction matches an existing transaction already in GnuCash. This determines the setting of the checkboxes. You can override this decision by manually checking another checkbox or unchecking all of them The second is to match certain data in the transaction being imported to the Bayesian probability tables constructed from previous imports to a given account to assign the transfer account automatically. The data in some fields (Description, amountof the imported record are tokenized as single word tokens and the probability tables contain the frequency which which a given data token is associated with the assignment of a given account. An overall probability is then calculated for whether the record should be assigned to the various possible accounts that have been assigned to similar transactions in previous imports. The highest probability account is assigned if the probability score is above a preset threshold, other wise it is assigned to the Imbalance account so that it is flagged for manual assignment after the import process. The token frequency data for the assigned GnuCash account for each record is updated when you close the Generic Import Matcher WIndow with "OK". Yes if you uncheck all boxes, the background should go red indicating that the record will not be imported at all. Hope this helps. I am working from memory as my desktop is down at the moment so apologies if there is anything not correctly described. (I.e. try the other mose button if what I said doesn't work) David > 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 > > > [email protected] > > > 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 > > [email protected] > > 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 > [email protected] > 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 [email protected] 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. 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