Updates to Merge Transactions - help with foreign transactions

Mike B's Avatar

Mike B

26 Sep, 2019 08:18 AM


I love your product and have a suggestion that would really help me. I live in a foreign country and use my USD credit card to make purchases in a foreign country. I input my transactions everyday using a generic exchange rate (because I don't know what the actual USD amount will be until the transaction clears with my credit card days or weeks later) and always include the actual foreign transaction amount. I then import transactions from my credit card and have to very manually reconcile and clear everything.

Would it be possible to create a menu item after selecting two transactions and right clicking to merge them? This would keep the date, description, memo, category, and foreign amount from the manually entered transaction, merge it with the imported transaction, and clear it?

  1. System closed this discussion on 26 Dec, 2019 08:20 AM.

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