Matching debits and credits
When I deleted a bank debit transaction it came up with a corresponding credit. How do I match them so I can get rid of them. It appeared because money is being transferred from a business account ...
Forum Discussion
Hi Callyjm,
Welcome to the Community Forum!
When you delete a transaction, it can leave the debit and credit bank transactions unallocated. You have a couple of options to handle these unallocated transactions:
- You can choose to leave the bank transactions unallocated if they do not affect your records significantly
- You can allocate the unallocated bank transactions to spend or receive money transactions. This helps in keeping your records accurate
For the duplicate entry, you need to identify which transaction is the duplicate and delete it. Make sure you are deleting the correct one to avoid any discrepancies.
Cheers,
Princess
