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Oct 14, 2024 10:18 AM UTC
Question

How do I change the description column entry of a bank transaction? The details screen is correct but the initial list of transactions is frequently wrong.

Surely the description should always be the same, what ever screen yu are in, and should match what is on the actual bank statement.

1 reply

Oct 14, 2024 2:03 PM UTC

Hello and welcome to the Community, Gill

 

Text that appears in the description field of the bank transaction (in the For Review tab) is downloaded from the bank and isn't able to be edited.

 

Are you finding that the description changes after reviewing and accepting the transaction in your bank feed?