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Bug 378545 - Preference for OFX Importer to Match on Check Number
Preference for OFX Importer to Match on Check Number
Status: VERIFIED DUPLICATE of bug 335911
Product: GnuCash
Classification: Other
Component: Import - OFX
2.0.x
Other All
: Normal enhancement
: ---
Assigned To: Benoit Grégoire
Benoit Grégoire
Depends on:
Blocks:
 
 
Reported: 2006-11-23 17:29 UTC by Volker Englisch
Modified: 2018-06-29 21:17 UTC
See Also:
GNOME target: ---
GNOME version: ---


Description Volker Englisch 2006-11-23 17:29:01 UTC 
As far as I now the importer is matching transactions on date and transaction amount when the window of the date is something like two or three weeks.

I believe that for check entries the amount and check number should be sufficient to match regardless of the date. (I often have checks cashed after six to eight weeks).
Maybe there could be a preference to specify how far back the importer should check for a match.
Comment 1 Christian Stimming 2006-11-23 17:48:52 UTC 
Thanks for the bug report. This particular enhancement request (or something
very similar) has already been reported into our bug tracking system, but
please feel free to report any further bugs you find. In fact, your request is basically asking for a rule-based matching where the user can specify the rules...

*** This bug has been marked as a duplicate of 335911 ***
Comment 2 Volker Englisch 2006-11-24 05:33:15 UTC 
(In reply to comment #1)
> In fact, your request is
> basically asking for a rule-based matching where the user can specify the
> rules...

I realize that I wasn't very specific with my RFE and the subject is misleading.  The goal is really to improve the import matching in general and the matching of transactions with check numbers in particular.

The problem is that there exist transactions that are currently not matched because they are falling outside of a given time frame and there would be several options to improve on this:
a)  Since the time frame used to match transactions is hard coded as I understand
    this time frame could be increased.
b)  Instead of increasing the time frame inside the code the time frame could be
    specified as a preference.
c)  There could be user defined rules (as specified in Bug 335911) to specify a 
    weight on matching transactions with check numbers based on a given time 
    frame or other user defined rules.

I agree that option (c) would be a near match of the Bug 335911 but the implementation for this would also be much more involved then option (a) or (b) which would be the more immediate goal.

Having said that I would not have marked this bug as a duplicate of Bug 335911.
Comment 3 John Ralls 2018-06-29 21:17:01 UTC 
GnuCash bug tracking has moved to a new Bugzilla host. This bug has been copied to https://bugs.gnucash.org/show_bug.cgi?id=378545. Please update any external references or bookmarks.