Transferring between accounts - matching criteria

Asked by Dean Ecclestone on 2019-09-24

Hi,

New user - so far so good. I've been marking various transactions as internal transfers. Generally it works perfectly. I have some transfers between accounts at different banks that don't seem to match up - they create a new transaction. The dates and amounts match up - what else is used to qualify as a "suggested match"? I was hoping it would just be date and amount. Does it also look at memo or something else?

Question information

Language:
English Edit question
Status:
Answered
For:
HomeBank Edit question
Assignee:
No assignee Edit question
Last query:
2019-09-24
Last reply:
2019-10-09
Maxime DOYEN (mdoyen) said : #1

  - same currency
  - same date +/- 2 days (since v5.3, before it was exact same date)
  - same amount
  - target not already a internal xfer

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