Transferring between accounts - matching criteria
Asked by
Dean Ecclestone
Hi,
New user - so far so good. I've been marking various transactions as internal transfers. Generally it works perfectly. I have some transfers between accounts at different banks that don't seem to match up - they create a new transaction. The dates and amounts match up - what else is used to qualify as a "suggested match"? I was hoping it would just be date and amount. Does it also look at memo or something else?
Question information
- Language:
- English Edit question
- Status:
- Answered
- For:
- HomeBank Edit question
- Assignee:
- No assignee Edit question
- Last query:
- Last reply:
Can you help with this problem?
Provide an answer of your own, or ask Dean Ecclestone for more information if necessary.
To post a message you must log in.