[Kmymoney-devel] [kmymoney4] [Bug 315072] Transactions not matched from OFX direct download for one account, not others

Mike Wolfe wolfemi1 at gmail.com
Sun Oct 19 17:17:09 UTC 2014


https://bugs.kde.org/show_bug.cgi?id=315072

--- Comment #26 from Mike Wolfe <wolfemi1 at gmail.com> ---
On 10/19/2014 1:31 AM, Cristian Oneț wrote:
> https://bugs.kde.org/show_bug.cgi?id=315072
>
> --- Comment #25 from Cristian Oneț <onet.cristian at gmail.com> ---
> (In reply to Mike Wolfe from comment #24)
>>>> If I want more extensive matching do I need to set up more name match
>>>> parameters relative to 4.6.4?  That's no problem.  Thanks
>>> It seems that that's what you need to do. Mike could you confirm if payee
>>> mismatch is causing the match failure in your case also?
>>>
>> Sorry, changing the matching name does not fix the problem with mine.
>> Selecting "match on payee name" with my payee name being "Nicor Gas" and
>> the downloaded name "NICOR GAS ONLINE PMT 141014" doesn't fix it.
>>
> So you are saying that you have an entered transaction for "Nicor Gas" with
> amount 10.15 (for example) and importing a transaction with payee "NICOR GAS
> ONLINE PMT 141014" with amount 10.15 will not match the two?

Yes, that's exactly it.  In this case, the transaction for "Nicor Gas" 
is one that I had previously matched and accepted.  Updating the account 
again creates a new yellow transaction with the name "NICOR GAS ONLINE 
PMT 141014", when what it should do is detect it as a "duplicate" and 
not make a new one at all.
>> I think we might be talking about two separate problems, too; generally,
>> I haven't needed to enable matching by name in Payees. In the past,
>> KMyMoney has been able to match a downloaded transaction for exactly the
>> same amount as a transaction in the register without having to specify a
>> matching name.
> That was the case in previous versions, in the current version if payees are
> present in both entered and imported transactions they should match.
>
>> By the way, thanks for the help!
>>
>> -Mike

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