Help with tagging between accounts

[tobyw7]

Hello,

I’ve recently set up a new credit card feed with ClearSpend for Natwest which has picked up a DD payment for a credit card payment.

The same DD is shown on my bank account feed as outgoing.

How do I get them to link up without creating a new entry on either feed?

Thanks

[FaradayKeynes]

Delete entry from one account and tag other as interbank transfer

[tobyw7]

thanks. I can’t remember what I did before, but I am sure it recognised the transfer on both. I don’t remember having to delete one.

[Paul_Courtier]

Just tag it as a transfer to that account and match it up with that accounts incoming transaction. Its just a transfer

[Lurch]

If you tag it from one account once you select the other account it will look for transactions that match.

It used to only match same day so you often had to delete one entry, this has now been extended as per;

Transfer between Bank - Different dates

OK we have now updated the bank transfer handling to allow for match suggestions that extend to +/- 5 days from the transaction date. This should help with those situations where the debit and credit dates differ from one account to the other (e.g. PayPal, Amex and other payment processors). If you select a bank transfer match that is not on the same date, the interim balance will now be posted to a balance sheet code called “Balance Sheet Suspense” (2997). This keeps those interim movements on…

[tobyw7]

Ah, okay! I was being impatient. Having clicked on the option to tag the transfer from the CC account it has now found the matching amount in the bank account. All good. Thanks and sorry.