transaction import

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  • Idea
  • Updated 6 months ago
when we import transactions from the bank they are automatically marked as reconcilled can we please make this optional i have been using moneydance and they can do it but its not as good as good budget so have decided to come back but it would be great if you could make it optional
Photo of brett.kelly89


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Posted 2 years ago

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Photo of Karisa Russell

Karisa Russell, Official Rep

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Hi brett.kelly89, 

Thanks for posting! When you import transactions, they are automatically marked as Cleared since they have posted in your real life bank account. I think this is what you're referring to, is that right? 

Can you let us know why having the option to not automatically mark imported transactions as Cleared would be helpful for you? Understanding why this would be helpful for you helps us know how to prioritize a request like this. 

Thanks again!
Photo of Kristen Sarno

Kristen Sarno

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I am looking for this feature as well.  I do automatically upload my transactions, as well as manually enter some.  I also wish to reconcile each month.  When the transactions are already marked "cleared", I have to go through and manually un-check each box, then re-check them as I compare the transactions with my statement.

I am thinking there are a few options for improvement here.
1. Provide an option to the user whether they'd like to have the transactions automatically marked "cleared" or not.
2. Have a different marking for uploaded transactions, rather than "cleared", such as "verified" or something like that.
3. The transactions are marked cleared, but then when you reconcile, they are either unchecked by default, or add an option to "unclear all".

Thank you!