Matching Transactions

When importing transactions via OFX or HBCI, those transactions will sometimes already be in your register. If you simply delete the imported transaction, you will find that the next time you import your transactions, the deleted transaction shows up again. This is because modern import formats like OFX and HBCI use a "Transaction ID" to identify transactions. When you deleted the imported transaction, the transaction ID went with it, so the importer has no way to know this transaction was already imported.

The solution is to tell KMyMoney that the transactions are the same, using the manual matching interface. This allows you to match an imported transaction with a hand-entered (non-imported) transaction.

To do so, right-click on one of the transactions to be matched. Choose Match Transactions... from the context menu. This flags the selected transaction, and changes the background color to a nice pale green.

Next, right-click on the other transaction to be matched. Choose Match with this Transaction. This will match the two transactions together. The values of both transactions must be the same for the match to work.

In the future, matching will be made more automatic. The importer will automatically match transactions which look like the same, and give you the option to un-match them.