From bank feeds there are 3 options to reconcile transactions:
Allocate - To allocate an income or expense bank transaction
Find & Match - To match a bank transaction to a transaction previously added in the work tank or property tank.
Transfer - To match a transfer between your accounts (ie. if you transferred money from one of your bank accounts to another)
Transfers
From the dropdown you will see the 3 options mentioned above. Choose 'Transfer'.
Then, from the bank account drop down choose the related account (ie. where the money came from, or was paid to). Press the 'Transfer' button to confirm.
And that's it, you're done. We will then find and automatically reconcile the related transaction in the selected bank account.
Transfer couldn't be matched
If the related transaction cant be found, we will let you know. This might happen if the bank feed hasn't come through yet on the related bank account, or perhaps the wrong account was selected.
Double check the related bank account and make sure you can find the related transaction. If you can but still cant transfer, double check the date range is within 5 days.
Any issues contact customer support, they will be ready to assist 😊