I want to manually enter some transactions and reconcile them with my bank later. Advice I’ve read indicates that there is a “Flag for reconciliation” drop down menu in the manual add pane but I’m not getting it. I’ve looked in both Money Feeds and Community Solutions for a Reconcile Wizard or something indicating that I can mark a manual transaction for later reconciliation but I cannot see it. When I simply enter a manual transaction and try to reconcile it later after my bank has posted the transaction, Tiller is not recognizing it and I have double entries. Help?
Add a column to your Transactions sheet named Metadata and then the “Flag for reconciliation” option will be available in Manual transaction.
1 Like
You can also add manual transactions without using the Add Manual Transaction Tool.
As long as you keep the Metadata field (in the Transactions Sheet) populated with the same format of {“manualTransaction”:{“reconcile”:true,“ignoredIds”:}}, the Reconcile feature still works like a charm.
1 Like