I need to regularly transfer monies from a merchant account to my current account by tagging rules. The amounts and dates are the same. If I do this manually, the matching entry is found OK. Trying to do this automatically, using the tagging rules, the matching entries are not ‘seen’ and I end up with duplicate entries. How can I achieve this?
Unfortunately, bank tagging rules don’t look for matching transactions in the other account as generally they require some form of manual confirmation.
Do you manually enter both sides of the transaction, or are they imported as part of a feed?
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