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Full Version: How do I match bank imported transactions to manual ones?
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For example:

I buy gas on the way home from work. I get home and dutifully plug in $23.10 "GAS" so that my envelopes reflect the correct balance.

2 days later, when that transaction shows up in my bank import as "$23.10 MARATHON0018" Inzolo doesn't seem to recognize that this is the same transaction and there's no way to 'match' it that I can see. This results in a) a double transaction which messes with my balances or b)makes me not note my purchases immediately leaving me room for magnificent errors! Either way is bad.

What am I missing?
Sorry, I haven't developed a way to handle this yet. I guess it didn't occur to me initially because I always use my debit card, my bank supports OFX direct connect, and so transactions show up immediately.

I'll work on a solution for this.
I would love to see this also. Big Grin
(05-12-2010 12:43 AM)dustin Wrote: [ -> ]Sorry, I haven't developed a way to handle this yet. I guess it didn't occur to me initially because I always use my debit card, my bank supports OFX direct connect, and so transactions show up immediately.

I'll work on a solution for this.

Any chance you have this feature coming in an update any time soon? My bank charges a fee every time I use my debit card, so we process as a credit card instead. It takes a few days to hit the bank, so I have the same issue as this user. Would love to be able to "reconcile" manual transactions to downloaded ones.

Thanks
Jim
Has any further development been done on this? I just started with Inzolo and noticed this feature lacking. I have been using Mvelopes which has the ability to match manually entered transactions with downloaded ones. This is a must have for me.
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