If the amount is not equal, the transactions should not be marked as matching. That is the number one test and if it fails no other tests are run.
The exception to this is the testing for the unique ID number but those get removed without being presented to you. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Jan 24, 2009, at 7:56 AM, bwbecker <[email protected]> wrote: > > > On Jan 10, 9:58 pm, Kevin Hoctor <[email protected]> wrote: > >> MoneyWell matches on transaction type and amount because payee names >> vary so wildly. There is an option on the Duplicates View to match a >> certain range of days between transactions and that usually covers >> most needs. In the case of too many transactions with the same >> amounts, there is nologicto handle those right now. I'm working on >> enhancements to allow you to manuallymergetransactions in a future >> release. > > Maybe I'm not understanding what you two are discussing, but this > doesn't match my experience. > > I just imported 7 transactions that somehow got missed earlier. > MoneyWell > matched each one to the same transaction in the "Merge and Remove > Duplicates" > screen. NONE of the dates match (the one it wanted to match to is > 12/23/09; the > dates on the transactions are between 1/5/09 ad 1/9/09). Furthermore, > the > amounts differed wildly and none matched. The transaction it wanted > to match > to is $40.95. The closest imported transaction is $43.54. The others > vary > from $10.00 to $307. > > It seems to me that a matching algorithm like this must be based on > probabilities > and evidence. Exact match on the amount increases the probability > substantially. > The farther apart the amounts, the lower the probability. Same for > the dates, > memo field, etc. A cut-off could then be implemented: transactions > like the above > would certainly have a probability below the cut-off and would not be > matched. > > Byron > > --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
