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SamGd
December 22, 2021
Question

Manually entering transactions

  • December 22, 2021
  • 1 reply
  • 0 views

My bank only allows downloads of credit card statements going 6 months back. I have paper statements for the months of April, May and June so I tried to enter the earlier CC transactions for 2021 manually. There is no way of categorising the transactions as anything other than 'Business', no way of adding tags, and they all show up as 'cash'. This is baffling. How do I get them editable so they can be correct for my statement?

1 reply

T
TINA PETTY
January 16, 2022

Did you get a response to this question? I am having the same issue.

 

S
SamGdAuthor
January 16, 2022

This is the relevant paragraph from a review I wrote for the iTunes Store:

 

If you can't download transactions from your bank, and there are lots of banks and account types which aren't available, you have to manually type them into your own CSV spreadsheet and import it. Because (and I can't believe I'm writing this) if you try to enter individual transactions manually, they are all entered as 'cash', they are ALWAYS business, and you can't edit them once they've been saved. Whisky Tango Foxtrot? (And instead of fixing this, they tell you that HMRC are aware of the situation and are adjusting their systems to suit. Well, why not do shoddy work if you can persuade a major government agency to accept it?)

 

Hope this helps you, but don't expect anything from Intuit...

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