Download and Transaction Matching

dm_corsa's Avatar

dm_corsa

31 Jan, 2023 11:44 PM

I have a suggestion for account downloading and the Merge process. Right now, if the transaction is the same amount, same payee but different dates within the range set in settings, the Merge selections show transactions that have already been cleared or matched from a prior download.

Suggestion to only show those transactions that are not yet cleared to eliminate errors in selecting the proper merge pair. Especially since there is no way that I've found to manually reset the cleared status to anything other than reconciling, reconciled or clear the status. Just showing the empty circle indicating it's cleared the institution is not an option.

Thanks.
Michael

  1. System closed this discussion on 02 May, 2023 11:50 PM.

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