matching imported transactions to hand entered ones

YNAB Pro's codebase is retired. Support for YNAB Pro will continue through 2010. We are focusing all of our efforts on YNAB 3 and its movement along the road to software perfection.

matching imported transactions to hand entered ones

Postby ladymari » Sun May 23, 2010 8:40 pm

OK, i hadn't imported before, but I haven't been balancing between YNAB, paper & the bank for a couple of months and was hoping if I imported it would help me find the problem. The problem I'm having is of course I have my own shorthand for things I enter into YNAB. While the program did a pretty good guessing job at matching up things, since I didn't put in my check# it's confused. How do i make the hand entered transaction match the imported one? Is there a magic button somewhere to do it? Or do I have to leave one and delete the other?
ladymari
 
Posts: 16
Joined: Fri Oct 09, 2009 4:06 pm

Re: matching imported transactions to hand entered ones

Postby YYC27 » Tue May 25, 2010 8:08 am

Select the two transactions you want to match (either ctrl-click them or use the check boxes), then right-click and choose Match.
YYC27
 
Posts: 907
Joined: Fri Jul 17, 2009 4:35 pm


Return to YNAB Pro (retired)