Deleting unexplained imported statement transactions
Some times the statements downloaded from my bank (Cater Allen) in OFX format have multiple lines for an international wire transfer, showing the local and foreign currency. This seems to be dumped into the OFX format as two transactions when its really just one.
Now, this is probably a problem with how the bank is generating OFX documents but the net result is that I end up with an extra transaction that I do not want in FreeAgent when importing my statements unless I edit the OFX file and manually remove the transaction beforehand (which I inevitably forget to do).
There doesn't seem to be any way of deleting the individual transaction after I've imported my statement. Instead, I have to undo the statement upload, go back and edit the OFX document and then re-import. Given that I don't usually notice the extra transaction until I've explained I few of the genuine lines, this means going back and deleting these explanations and then redoing them.
It would be much simpler if I could just delete an uploaded transaction as long as it is still unexplained.
Now, this is probably a problem with how the bank is generating OFX documents but the net result is that I end up with an extra transaction that I do not want in FreeAgent when importing my statements unless I edit the OFX file and manually remove the transaction beforehand (which I inevitably forget to do).
There doesn't seem to be any way of deleting the individual transaction after I've imported my statement. Instead, I have to undo the statement upload, go back and edit the OFX document and then re-import. Given that I don't usually notice the extra transaction until I've explained I few of the genuine lines, this means going back and deleting these explanations and then redoing them.
It would be much simpler if I could just delete an uploaded transaction as long as it is still unexplained.
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The company has this in progress.
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Inappropriate?Luke,
This is something we'll be addressing in the next few weeks. Apologies for the frustration in the mean time. -
Inappropriate?Hi,
I also need to Edit/Delete an uploaded banking transaction.
Please keep me infromed.
Cheers
Raph
I’m undecided
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Inappropriate?Hi guys
The ability to delete individual bank transactions will be available after tonight's software update.
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