[Kmymoney] How is the workflow for matching transactions to accounts?

[Marko Käning]

Hi,

I was wondering how the workflow for matching transactions to accounts is organized…

I seem to have no clue - in my special case - to avoid a certain trouble I keep having with some transactions.

It looks like transactions of exactly 100EUR are linked to a certain destination account. When I download online transactions I see that KMM4 has already pre-populated the suggested destination account for the transaction in question.

In my specific case the assignment is incorrect, because the transaction wasn't actually made to the matched account.
Normally one can just edit the destination account, but in my case this account had been closed a long time ago, which is why I am unable to actually edit the newly imported transaction. 

The only way now to deal with this is to temporally re-activate the closed account, re-assign the transaction to the correct account and then re-close the actually closed account. :-(

I wonder what I can do to avoid this hassle, because it happens every now and then…

Greets,
Marko


(Sorry, but transaction matching has always been sort of a mystery to me. I played around with payee memo matching to assign transactions correctly to a default account, but that also didn't help me. Feeling a little lost.)