Hello,

after update to version 4.7.2, I couldn't match my scheduled transaction with imported OFX file...
Tried setup the scheduled transaction with all payment method and import Ofx but neither of them worked.
Prior versions, none setup was needed and transactions were matched easily.

Thanks....

Make sure that the payees between the imported and scheduled transactions match.

Thanks for reply Cristian,
just the amount doesn't activate the match anymore?

The amount is still used but the payee is also considered. This means that two transactions with different payees will not match. A transaction with a payee will match a transaction without a payee AFAIK.

So, the text within OFX file, MUST match with the description of the scheduled transaction?
Example:
OFX file:
<STMTTRN>
<TRNTYPE>OTHER
<DTPOSTED>20150928000000[-3:GMT]
<TRNAMT> -74,00
<FITID>99999999
<CHECKNUM>99999999
<PAYEEID>0
<MEMO>COMPRA CARTAO MAESTRO 27/09 AUTO POSTO CERV
</STMTTRN>

Scheduled transaction description: "COMPRA CARTAO MAESTRO"

Isn't?

It depends on how the imported transaction looks. Before matching is performed there are other operations that construct the imported transaction and can assign a payee to it (I'm not sure about these now but I kind of recall that some importers can assign a payee to a transaction). For the matching to work regardless of the payee that is assigned during the import process I would remove the payee of the existing transaction (just to test this).

Thanks for reply Cristian....

cristian.onet wrote:The amount is still used but the payee is also considered. This means that two transactions with different payees will not match. ...

Really (?)