Brendan, On Sonntag, 22. Januar 2023 20:35:39 CET Brendan Coupe via KMyMoney-devel wrote:
> When I import transactions via direct connect or with OFX files, KMM > appears to match the new transaction to the previous transaction with > the same Payee based on the transaction total that is closest to the new > transaction total. > > This normally works pretty well but in the case of paychecks, it makes a > complete mess of the splits. My wife has received about 300 paychecks > from her company. When the total changes, sometimes even slightly, the > new transaction can match a paycheck from 5 or 6 years ago. This means > that the splits are all wrong. This happens many times each year due to > changes in some taxes, travel expenses reimbursements and for other > reasons. I usually have to delete the imported transaction, copy the > previous paycheck, change the date and amount, fix the one or two splits > that caused the total to change and then re-import the new transaction > and match it to the one I entered manually. Pretty frustrating. There > are so many transactions from the same payee it's starting to happen > when the difference is less than $1.00. > > In the KMM config settings under Ledger, Import you can set the limit to > match transactions within a certain number of days. This has no affect > on this process and probably shouldn't. I think that is meant for a > different purpose. > > Unless I'm missing something, I propose that a similar option be added > to each payee. The default should probably stay as it is, but in the > "Matching" tab, it would help to able to limit the time frame used for > selecting which transaction to match. In my case, I would limit the > paychecks to no more than 15 days since I am much more interested in the > splits matching than the totals matching. This would limit the matching > to the 2 previous paychecks. A Payee customizable limit on the percent > difference in the transaction total might also be useful. I would not > set this since I do not care how much the total changes. > > Please let me know if I'm missing a setting that would solve this now or > if anyone has a better idea. I will submit this as a wishlist item based > on the feedback. Do you have a schedule setup for the paycheck transaction? -- Regards Thomas Baumgart ------------------------------------------------------------- Designed to make a difference -- Minus Sign -------------------------------------------------------------
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