If I add transactions to the transactions worksheet using this upload feature - is it the same as if i had imported from the bank? Meaning - if I first upload using this tool and then sync with my bank and import the same transaction - will it appear twice or match? Also if I import a transaction from my bank and then import the same transaction using this tool - will it appear twice or match?
Hi @sbalk99! Welcome
Yes, you would get duplicates in your transactions sheet in either of those scenarios. The tool does not match/merge for you so I would recommend filling the sheet with the automated data first and then review the transactions and only manually import ones that don’t overlap.