transaction entry that matches bank's report

mary's Avatar

mary

04 Jul, 2022 05:17 PM

hello IK,
For some checks or online payments, I enter the details in the money dance register manually when I send the money. Later, when I download all transactions from the bank, there is a duplicate transaction. if it is a deposit, I have to record the categories again if it is a split transaction. Same with an expense. Is there any way for the imported data to combine with the data I have already inputted manually?
Thank you.
Mary

  1. 1 Posted by dwg on 04 Jul, 2022 11:30 PM

    dwg's Avatar

    I'm a fellow user.

    You handle this during the confirmation process where there is an option to merge existing with downloaded transactions.

    You can read about this process in the Knowledge Base:

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/confirm-downloaded-data

  2. 2 Posted by Mary Glenn on 05 Jul, 2022 12:49 AM

    Mary Glenn's Avatar

    hello dwg,
    This is helpful. I'll try it. Thank you.
    Mary

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