Sherlock, Thank you! Changing the threshold to "5" worked. I forgot to test the unchecking the "A" & "C", so hopefully I will check that in 2 weeks when my primary credit card statement is available. It's great to see that it is back to being 99% hands off!
Thank You, Gyle McCollam Gyle McCollam [email protected]<mailto:[email protected]> email ________________________________ From: gnucash-user <[email protected]> on behalf of Sherlock <[email protected]> Sent: Saturday, November 29, 2025 5:22 PM To: [email protected] <[email protected]> Subject: Re: [GNC] Problems with import Hi Gyle, "A" vs "C" - The behavior you've described is not "weird". If you want GnuCash to automatically check the "C" box of an imported transaction, the imported transaction must be the best match with a score greater than or equal to the "Auto-clear threshold" preference. The score is calculated by comparing the data in the imported transaction with the data of the entered transaction, specifically, the Amount, Date, and, if available, Check Number, Memo, and Description. From what you've said, I suspect the amounts match and the dates are not an exact match but are within the "Likely match threshold" preference. That provides a score of 3 and 2, respectively, for a total, thus far, of 5. Assuming you're using the default "Auto-clear threshold" of 6, the transaction is only 1 shy of meeting the criteria. Generally, for a downloaded credit card transaction, there is no Check Number or Memo, so that leaves the Description as the remaining factor. If the Descriptions matched (or the first halve's matched), the transaction would meet the "Auto-clear threshold". So, what may have changed is the Description provided by the financial institution. If my assumptions are correct, to have the imported transaction "C" box automatically checked, you can either lower the "Auto-clear threshold" to 5 or adjust the Description of the entered transaction. "unflag" - I don't have any difficulty unchecking the "A" and "C" boxes. Regards, Sherlock On 11/29/25 12:10 PM, Gyle McCollam wrote: > As R Losey pointed out, the title may have been misleading, but it is the > first step in my reconciliation process. Can anyone help? > > Sorry guys/gals, but I'm trying to import/match/reconcile my credit card > again this month and I am getting "weird" issues. It used to work > flawlessly. I am missing the update and clear column, but I figured that had > to do with my settings in preferences that I have changed due to other users' > suggestions. I have a lot of transactions from the same vendor and many of > them have the same amounts. I eat at the same fast-food place a lot and have > the same meals, my bad I know. Anyway, in the reconciliation many of these > transaction show up as "A" or add, but when I change to "C" (clear) it > matches to, in most cases, the correct previous entry where my entry is 1 or > 2 days earlier than it hits the credit card statement. > > Another thing I noticed was that I am not able to unflag an entry so that it > does not import, as I use to be able to do. It should work that way even > without the "U&C" column as the user may not want to import a specific > transaction. > > I wish I could get back to the import working flawlessly, before I started > messing with the parameters, but even if I go back to the defaults, it fails > to find a majority of the matches and defaults to "Do Not Import". > > I'm using Win11 and Gnucash 5.13 Build ID: git > 5.13-17-g001499322e+(2025-10-21), not the default. > > > > Thank You, > > Gyle McCollam > _______________________________________________ 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.
