Match a manual entry to an imported bank transaction
This article explains how to merge a manual bank transaction with an imported transaction if they’re duplicates of the same payment.
You’ll need to match two transactions together in the following scenarios:
- you've added a manual bank transaction in FreeAgent and then the same transaction has been uploaded or imported to create a duplicate.
- you’ve explained a bank transaction as a transfer between bank accounts before both transactions have been imported into FreeAgent and the imported transaction has created a duplicate.
Match transactions together
Navigate to the ‘Banking’ tab at the top of the screen and select ‘Bank Accounts’ from the drop-down menu.
Choose the bank account that contains the duplicate transactions.
Click on the red imported transaction, select ‘Adjustments’ and choose ‘More options’ from the drop-down menu.
You should see the manually added transaction in the ‘Use an existing Manual Entry’ section. Select ‘Use selected entry’.
This will merge the purple manual transaction and the red duplicate transaction together into one green transaction.