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August 18, 2020
Question

All of a sudden my banking page is caterorized from entries 5 years ago.?

  • August 18, 2020
  • 1 reply
  • 0 views
The banking page looks different

1 reply

AddieC
August 18, 2020

Hi robin-ld,

 

The Banking page just got a makeover! The refreshed look of the bank feed means that you'll see a few differences when you go to add/match your transactions for reconciliation, such as the "Add Account" button now saying + Link Account. If you're experiencing category changes from your transactions from 5 years ago, that's something that I'd like to look into further. 

 

There shouldn't be any disruptions to your banking data with the new refreshed look and feel of the Banking page. If you've got concerns regarding your categorization of transactions, please reach out to our tech support team so an agent can investigate this further for you. It's important that an agent can take a look at exactly what you're seeing on your end. 

 

Take care.