I’ve got bank feeds from Lloyds Bank on the main current account as well as some holding accounts.
I’m having trouble because when I tag a transaction in the main current account, it seems to be being duplicated in the holding account.
Below, I tagged money out from the main current account (this was via a bank tagging rule which I have set to confirm, not process automatically)
and it appeared twice in the holding account.
In fact, the “Transfer from Current Account”, line 2 in the second image above (the holding account) was pre-tagged. I didn’t tag it.
So the £232 was reporting as tagged in the holding account, but waiting confirmation in the main current account.
Then when I confirmed the rule in the main current account and refreshed the page in the holding account, the transaction appeared twice.
I’m not sure what to do about this.
Hope you can help.