transaction entry that matches bank's report
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
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1 Posted by dwg on 04 Jul, 2022 11:30 PM
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 Posted by Mary Glenn on 05 Jul, 2022 12:49 AM
hello dwg,
This is helpful. I'll try it. Thank you.
Mary
System closed this discussion on 04 Oct, 2022 12:50 AM.