Forum Discussion

jen-m's avatar
jen-m
Member
4 years ago

Importing Bank Transaction - Pending Transactions

Hi,

My bank has just introduced pending transactions shown when looking transactions in a particular account. It doesn't matter what date range a put in, even if it doesn't include the dates on pending transactions. 

 

I now cant export bank transactions without them showing, which means when they do clear in our account at a later date, I will be importing them again duplicating the transaction. Can someone please advise what they do in this situation. 

 

 

thanks

1 Reply

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  • CloverQ's avatar
    CloverQ
    Former Staff
    4 years ago

    Hi jen-m 

     

    I'd suggest checking with your bank if there's an option to produce a bank statement file without the pending transactions included, so you can import transactions the same as before. 

     

    If applicable, you may also consider signing up Bank Feeds for this bank account, which would bring in transactions automatically and does not cause duplication.

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