I entered charges to my credit card as manual transactions at time of purchase and assigned each to an envelope. Now the charges via my credit card have posted to Goodbudget and I want to match them. However, it seems my manual transactions are not available for this. What am I doing wrong?
@lizenoch - Thanks for posting, and sorry for the trouble matching your transactions! It sounds like you’re not seeing the transactions you expect to see on the Confirm screen.
There are some rules about which transactions appear on the Confirm screen. You can expect to see unconfirmed automatically imported transactions for the Accounts you’ve linked to external bank accounts.
Additionally, you’ll see manual transactions associated with those Accounts if they are within a four-day date range of the unconfirmed imported transactions.
If you’re not seeing your manual transactions on the Confirm screen, my guess is that they’re out of range.
However, you can still use the Match tool from your Accounts view. Once there, find your manual and imported duplicates, select them, and click ‘Match.’
Hope that helps!
Actually, I seem to have figured it out. When I entered the manual transactions in anticipation of a credit card post arriving later, I entered the “envelope” correctly, but incorrectly entered the “account” as my checking account - thinking that was ultimately where the credit card payment was coming from. However, I should have entered ‘account’ as my credit card, to which the transaction would eventually post. I’ve updated the old transactions and now all is well.