How Do I Reconcile Manual Transactions?

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1

I read “Docs: Adding & Reconciling Manual Transactions” . It it maybe outdated?

I manually added two transactions. A few days later, the automated version of those two transactions arrived without any fanfare. I figure the next step would be to match the auto and manual transaction.

I then went to the document mentioned above. It says I should open Community Solutions, select the Tools sidebar and click on Manual Transactions. There is no Manual Transactions option to select.

Maybe I’m missing a step?

2

Yeah, that’s outdated.

It might be too late for those specific transactions, but going forward, follow these steps :slight_smile:

First, insert a column on your Transactions sheet named Metadata , if it does not already exist.

Then, Tiller Money Feeds > Manual transaction will include an option to Flag for Reconciliation (that option won’t be present without the pre-existing Metadata column).
The Metadata column will get updated with reconcile info.

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Then, run Tiller Community Solutions > Reconcile transactions after the transactions are filled via your linked account feed.

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Thanks Mark. I’ll give it a try get back to the thread in a day or so.

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4

That did it. Thank you.

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