
Downloading Cleared Transactions - Makes it Hard to Balance My Budget
Is there a way to download from my bank and NOT have everything automatically cleared? It is super hard to find missing transactions and/or duplicates (that I have posted ahead) when everything automatically clears. I would rather clear it as I go through my statement and make sure my accounting is synced with my bank's. Any helpful tools?
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Hi Navy Blue Mare !
Transactions that import from your bank will automatically be marked as cleared - there isn't a way to turn that function off. You can manually unclear the transactions, like dakinemaui mentioned, or manually enter them/use Scheduled Transactions so they aren't automatically cleared.
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Navy Blue Mare said:
I would rather clear it as I go through my statementSee above for how to do that, but I would question why not reconcile to the web register as it's more up to date?
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When you say "that I have posted ahead" do you mean that you are clearing transactions manually when they post, before they import?
If you use Direct Import, you should never clear transactions yourself. They should be marked as cleared automatically when they match with an uncleared transaction you entered.
If you don't clear transactions yourself, you shouldn't have any issues with duplicates.