Transactions

Alex's Avatar

Alex

12 Jun, 2026 02:22 PM

How do I add new transactions without a download and how does it reconcile when I do download to catch up?

  1. 1 Posted by TonyRI on 12 Jun, 2026 03:47 PM

    TonyRI's Avatar

    Hi Alex,

    On the top portion of the register, on the right side, there is a button for "New Transaction'" Click on it to manually enter a txn. When you do download that account data, there should be an option to Merge txns (provided dollar amounts are the same). After merging the 2 txn, you will be able to reconcile as normal.

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    Regards,

    Tony (Fellow user, Not IK Support)

  2. 2 Posted by Alex Jablonowsk... on 12 Jun, 2026 06:10 PM

    Alex Jablonowski's Avatar

    Great, thanks.

    On Fri, Jun 12, 2026, 11:47 AM TonyRI <[email blocked]>
    wrote:

  3. 3 Posted by TonyRI on 12 Jun, 2026 06:16 PM

    TonyRI's Avatar

    You're welcome. Take care

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