Forum Discussion

Kelly_C's avatar
9 months ago

Split bank transfers via Transfer Money

Hello,   I made 3 seperate bank transfers to my particular accounts and this has come through on bank feeds as one transaction. When allocating via the Transfer Money heading, I can't see the opti...
  • Earl_HD's avatar
    9 months ago

    Hi Kelly_C,

    Thanks for your detailed post. When reconciling accounts, you're matching what happened in real life. For instance, if you received a $100 payment in your bank account, you'd record a $100 transaction for that bank account. I would recommend on visiting this help articles for more information: Matching a bank feed to multiple transactions and Reconciling your bank accounts

     

    Feel free to post again, we're happy to help!

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    Regards,
    Earl