Docs: Adding & Reconciling Manual Transactions

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18

Reviewing the code of the matching criteria:

  • Amount must match exactly
  • Date must be within your specified range (set in the sidebar)
  • An exact match on one of these fields: Account ID, Account # or Account
  • The Transaction ID must be non-blank

If you changed an account midstream, it’s possible that it would break the match criteria.

Please let me know if it is still non functional on your next attempt.

Randy