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Jim1954
November 28, 2021
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Banking Issue

  • November 28, 2021
  • 1 reply
  • 0 views

I have made an owner deposit into my business bank account and have recorded this as a transfer after logging in to my account on my pc.

I now have the app asking me to review the transaction as business or personal.

As the transaction has already been recorded should I click the option exclude transaction?

Thanks in advance ☺ 

Best answer by KlentB

I'm here to help you in handling that transaction, Jim1954.

 

Since you've already recorded the transaction manually, you'll have to exclude the downloaded one to avoid duplicates. Feel free to follow the steps below.

 

On a web browser:

 

  1. Go to the Transactions menu.
  2. Find the transaction you want to exclude and select it to expand the view.
  3. Tick the Exclude this transaction checkbox.
  4. Select Save.

On an iOS or Android device:

 

  1. Go to the Transactions menu (iOS). Select the Menu icon, then choose Transactions (Android).
  2. Select the transaction you want to exclude.
  3. Tap Exclude transaction.

I've also included some resources that will help you in managing your bank transactions:

 

Don't hesitate to add a comment below if you have any other concerns or additional questions. I've got you covered.

1 reply

KlentB
KlentBAnswer
November 28, 2021

I'm here to help you in handling that transaction, Jim1954.

 

Since you've already recorded the transaction manually, you'll have to exclude the downloaded one to avoid duplicates. Feel free to follow the steps below.

 

On a web browser:

 

  1. Go to the Transactions menu.
  2. Find the transaction you want to exclude and select it to expand the view.
  3. Tick the Exclude this transaction checkbox.
  4. Select Save.

On an iOS or Android device:

 

  1. Go to the Transactions menu (iOS). Select the Menu icon, then choose Transactions (Android).
  2. Select the transaction you want to exclude.
  3. Tap Exclude transaction.

I've also included some resources that will help you in managing your bank transactions:

 

Don't hesitate to add a comment below if you have any other concerns or additional questions. I've got you covered.

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