I am trying to get used to the bank linking and the match feature so am probably doing something wrong. When I am on the “confirm” page the bank has downloaded some transactions that I had already manually added with information that I would like to include with the downloaded transaction, but the list of choices doesn’t include the transaction that I want to match with the downloaded one. Do I have to somehow go searching for the manually added transaction (a credit card transaction) or is there something I am doing that prevents the manually added transaction from appearing as a choice on the “Confirm” screen?
Hi @Dcntruman - There are some rules for which transactions appear on the Confirm screen.
My guess is that your manually added transaction is outside the date range of your imported unconfirmed transactions. Only manual transactions that associated with the same Account and that are within a four-day date range of your unconfirmed transactions will appear on the Confirm screen.
For example, if your oldest unconfirmed transaction is from 8/25, your manual transaction can be no older than 8/21 in order to appear on the screen.
You can still match these transactions – you’ll just need to head to your Account directly, so you can find these two transactions and match them there.
Hope that helps!