Hi is there any way I can improve the way transactions are matched when they are imported via OFX. My bank does not support direct connect so I am importing the ofx statements.
The importing seems to heavily rely on the names and these are often different between accounts.
As one example, a transfer between two accounts to pay a credit card bill will have different different payee names in each account so you end up doing a lot of manual matching of transactions. I believe a better way would be to match amounts within a certain date range.
Also a confirmation dialog when downloading to confirm categories,matching and so on would be nice as well.