Allow deleting downloaded transactions...

K. Roth's Avatar

K. Roth

28 May, 2022 02:07 AM

PayPal doesn't provide all transactions in their feed via Plaid. Specifically in the case where PayPal pulls the funds for a single purchase from my checking account, the Plaid download from PayPal just has the Payment transaction for the funds that PayPal paid out. It does not include the "Deposit" into PayPal for the transfer from my checking account. I would like to handle this by confirming the downloaded purchase details on my Checking account register in MD, and then deleting the downloaded transaction in my PayPal register. But if I delete the PayPal purchase transaction without first confirming it, it comes right back the next time I download transactions.

Compared to Quicken (and Sean, I suspect you probably hate that phrase), Quicken doesn't re-download a transaction if I delete it.

I can work around this by first confirming the paypal transaction and then deleting it, but that's extra clicks for no extra value. Or, by treating the entry in my checking account as a transfer to paypal and keeping the details in my paypal register, but then I'm double-entering those details...

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac