Sorry I’m sure there is a simple answer to this.
I have a bank account feed and a credit card feed.
When i pay the credit card via the bank account it creates two entries in both the bank account feed and the credit card feed. In other words - double credit in the credit card and double debit in the bank account. I’ve evidently set something up wrong but I’m not sure what. Any help would be appreciated
Hello @adininja
When you tag the bank transaction as a “Bank transfer between accounts” you should see the corresponding transaction.
Steps:
- Tag the bank transaction.
- Select transfer between accounts.
- Select the credit card account.
- Click Continue (the system scans the credit card account for matching transactions and displays them in a drop down list.).
- Click the drop down box and select the corresponding transaction (if you leave it on “New transaction” another entry will be made on the credit card causing a duplicate).
- Save (they will both be tagged).
Sorry - should have given this info before. i had forgotten that i have a tagging rule set up.
match text: DIRECT DEBIT PAYMENT TO BCARD…
Money Out
To account credit card
Hello @adininja
I would reccomend removing the rule and using the above method
Or
Leave the rule in place and after a few days delete the extra duplicate transaction (the feed will check for a few days for few transactions).
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