Therefore, if the transaction amount is off by a few cents, match won’t happen.īut don’t worry, you can manually match two transactions by holding down the command key on your keyboard, and select the pending and imported transactions, and choose Transactions > Match Transactions from the menu to manually force two transactions to match.
The match is based on exact transaction amount and rough date range. Manually match transactionsĪs stated earlier, transactions imported are automatically matched with pending transactions.
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But you can always resort to manual reconciliation. We do our best to support as many banks as possible. There is the chance that your bank’s data format simply can’t be imported into Savings. In some cases, you may need to pre-process the file in Excel or Numbers. CSV file require a bit more tweaking to get it to import. Duplicate detection is done more simplistically, by discarding transactions that have the same date and amount. QIF: If OFX is not available, QIF works.This is the preferred format because it is standardized and can help Savings automatically eliminate duplicate transactions. OFX/QFX/Quicken: These names all refer to the same file format.File formatīanks offer a variety of file formats to download, here are what’s supported in order of preference by Savings: New transactions are marked with a blue dot. In addition to automatically matching pending transaction, any transaction that you did not enter are added as new transactions. To import transactions, just select the account and choose File > Import from Bank from the menu. When an account activity file is imported, it is automatically reconciled – that is, pending transactions are automatically matched and cleared with imported transactions Savings solves that by allowing you to import transaction activity file downloaded from your bank’s web site.
If an account has lots of transactions, it can be difficult to reconcile by hand.
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