[Kmymoney-devel] imported transactions not being matched

[Jack]

I vaguely recall that this has come up before, with about the same  
(lack of) remembered reason for the restriction.  However, given that  
you found multiple explicit checks, whoever developed that bit of code  
must have had a reason, although perhaps we are lucky enough that it  
simply doesn't apply any more.  I suggest filing an enhancement request  
at bugs.kde.org (if there isn't already one - I haven't checked) just  
to put it officially on record.  If you have already looked into the  
code, then a reviewboard request might not be out of order.

To be long winded, I suspect what may have changed since that code was  
written was the general use case.  At that point, the most common  
scenario (yes, I'm just guessing, but ....) was KMM mostly used  
manually, with someone just starting to download and import statements  
from either a bank or credit card.  Now, with ofx-direct connect (and I  
suppose aqbanking and other methods I am not familiar with) we have  
accounts where the primary input is importing, and transactions between  
accounts each of which has its own primary import are now much more  
common.

Jack

On 2014.04.25 20:11, Chris wrote:
> No Takers?
> 
> I have commented out the checks that prevent the matching of imported  
> transactions. KMM then correctly manually matched the transactions. I  
> haven't had the opportunity to test matching during import.
> 
> So the remaining questions is why was matching disabled on two  
> imported or two manually entered transactions. There was checks to  
> prevent it in at least 3 different locations.
> 
> Is there a subtle bug that creeps in if these checks are removed?
> 
> If there is no (remembered) reason to prevent the matching of  
> imported files then I suggest this "feature" be removed. Though this  
> feature is documented there is no documentation I could find that  
> gives a hint as to why.
> 
> Chris
> 
> On 25/04/2014 10:13 AM, Chris wrote:
>> Hey all
>> 
>> I am having an issue with imported transactions not being  
>> automatically matched and manual matching is disabled.
>> 
>> both transactions are the result of seperate imports one from my  
>> credit card statement the other from a bank statement
>> 
>> both transactions are for a payment from my bank account to the  
>> credit card
>> Both are on the same date with the same amount the only differences  
>> are the memo and payee fields
>> 
>> They should have automatically matched. but didn't and I assume  
>> because they are both imported I cannot manually match them.
>> 
>> Questions
>> 
>> 1/ How can I correct this?
>> 2/ What is the thinking behind disabling the matching when both are  
>> imported or manually entered?
>> 
>> documentation is here..
>> http://docs.kde.org/stable/nl/extragear-office/kmymoney/details.ledgers.match.html
>> 
>> 
>> 
>> 
> 
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