Re: [GNC] Best match probability calc is too pessimistic

[Liz]

On Sun, 5 Jul 2020 14:49:40 -0400
David Reiser via gnucash-user  wrote:

> From my perspective, transactions posting within 3 days of the
> transaction date should still get a match score of 6. One day after
> transaction ought to be 8. One of the grocery stores I go to
> frequently has never posted the charge to the credit card company the
> next day. Sometimes there’s only a 2-day gap, but it is frequently 3
> days. I suspect the difference between 2 and 3 days is related to how
> late in the evening I go shopping.


If I "tap and go" with my debit card the money is on a 72 hour hold
(Australia) before being paid by the bank to the place which is waiting
for the money.
So a person using this system in Australia would not get offered a
match in the matching system, as the minimum time between the
transaction and bank posting is 3 days.

Liz
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Re: [GNC] Best match probability calc is too pessimistic

[David Reiser via gnucash-user]

Done. Bug 797847 

I left out the moribund straggling check issue, since it’s a much lower 
priority to me. I write about 5 checks a year these days. The credit card 
import issue pretty much happens every time I import.

Dave
--
Dave Reiser
dbrei...@icloud.com





> On Jul 5, 2020, at 3:11 PM, Jim DeLaHunt  wrote:
> 
> On 2020-07-05 11:49, David Reiser via gnucash-user wrote:
>> …From my perspective, transactions posting within 3 days of the transaction 
>> date should still get a match score of 6. One day after transaction ought to 
>> be 8. One of the grocery stores I go to frequently has never posted the 
>> charge to the credit card company the next day. Sometimes there’s only a 
>> 2-day gap, but it is frequently 3 days. I suspect the difference between 2 
>> and 3 days is related to how late in the evening I go shopping.
>> 
>> And on the extreme end, for a checking account transaction, if the imported 
>> check number (complicated by bank-prepended zeroes) and amount match 
>> exactly, and the date in gnucash is within 180 days of the bank’s date, then 
>> the transaction should still have some usable match score. In the U.S., the 
>> bank will still pay that check. I have had friends sit on checks for 
>> excessive lengths of time.
> 
> David, I completely agree with you. I have been doing a lot of transaction 
> importing from OFX recently, and it's a continuing problem that I can't trust 
> the matcher to handle dates the way you describe.
> 
> Would you care to add a bug report for this into the bug tracker, 
>  ? If so, I'll second it.
> 
> Best regards,
> —Jim DeLaHunt, software engineer, Vancouver, Canada
> 

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Re: [GNC] Best match probability calc is too pessimistic

[jean laroche]

Write a bug report, I'll take a look at it.
Jean


On 7/5/2020 12:11 PM, Jim DeLaHunt wrote:

On 2020-07-05 11:49, David Reiser via gnucash-user wrote:
…From my perspective, transactions posting within 3 days of the 
transaction date should still get a match score of 6. One day after 
transaction ought to be 8. One of the grocery stores I go to 
frequently has never posted the charge to the credit card company the 
next day. Sometimes there’s only a 2-day gap, but it is frequently 3 
days. I suspect the difference between 2 and 3 days is related to how 
late in the evening I go shopping.


And on the extreme end, for a checking account transaction, if the 
imported check number (complicated by bank-prepended zeroes) and 
amount match exactly, and the date in gnucash is within 180 days of 
the bank’s date, then the transaction should still have some usable 
match score. In the U.S., the bank will still pay that check. I have 
had friends sit on checks for excessive lengths of time.


David, I completely agree with you. I have been doing a lot of 
transaction importing from OFX recently, and it's a continuing problem 
that I can't trust the matcher to handle dates the way you describe.


Would you care to add a bug report for this into the bug tracker, 
 ? If so, I'll second it.


Best regards,
    —Jim DeLaHunt, software engineer, Vancouver, Canada


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Re: [GNC] Best match probability calc is too pessimistic

[Jim DeLaHunt]

On 2020-07-05 11:49, David Reiser via gnucash-user wrote:

…From my perspective, transactions posting within 3 days of the transaction 
date should still get a match score of 6. One day after transaction ought to be 
8. One of the grocery stores I go to frequently has never posted the charge to 
the credit card company the next day. Sometimes there’s only a 2-day gap, but 
it is frequently 3 days. I suspect the difference between 2 and 3 days is 
related to how late in the evening I go shopping.

And on the extreme end, for a checking account transaction, if the imported 
check number (complicated by bank-prepended zeroes) and amount match exactly, 
and the date in gnucash is within 180 days of the bank’s date, then the 
transaction should still have some usable match score. In the U.S., the bank 
will still pay that check. I have had friends sit on checks for excessive 
lengths of time.


David, I completely agree with you. I have been doing a lot of 
transaction importing from OFX recently, and it's a continuing problem 
that I can't trust the matcher to handle dates the way you describe.


Would you care to add a bug report for this into the bug tracker, 
 ? If so, I'll second it.


Best regards,
    —Jim DeLaHunt, software engineer, Vancouver, Canada


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