Automatic Proper Matching of Transfer Transactions
I upload transaction histories of my different accounts for easy use. What I'm currently doing is manually looking for the matches say Account 1 (where my transfer came from) and Account 2 where the the transfer will go. Account 1 has a transaction record of this which is negative debit, Account 2 has also a transaction for this which is a positive credit and both of that is same amount. It is easy to find the match manually but what is tiring is I have to edit the transaction from Account 1 and make it a "Transfer" transaction then input the corresponding Account 2 where the money is transferred. After that I need to go to Account 2 and delete the transaction in Account 2 since it was already reflected on the edited "Transfer" transaction of Account 1. If I will not do that, there will be double entries which make my balances wrong. It took me day to figure this out.
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Kamil Wójcik commented
Perhaps it can be recognised somehow for bank accounts synced with banks (but I do not know if it is correct).
If I would be a developer of this application I would compare not only amount of transactions, but also accounts' number. Compating dates can not work. Sometimes there is a delay between transfers between 2 banks.If I were you I would remove unnecessary records from spreadsheet before import. (If you import data often you may create a VB macro to do it with 1-click)