Can I auto quick match income transactions, split across mixed categories?
No, it is not possible to record a remembered transaction to 'quick match' Income to multiple categories.
Where you need to do this, you can either:
- Quick match to a single category using a remembered transaction and then open and edit the transaction to rematch via the Mixed Income screen. (You can always reopen and edit a transaction that has been quick matched due to a memorised reference).
- Delete any remembered transactions (if applicable) to prevent quick matching and instead manually allocate on each occasion, again through the Mixed Income screen.
Top Tip: If you want to quick match a regular donation across multiple funds, you may wish to ask your donor to set up separate standing orders (with different bank statement descriptions) for the various parts of the donation so each of these can be remembered and quick matched.
You can manage your remembered (memorised) transactions here.
Find out more about Quick Matching transactions here.
To better understand the Bank Reconciliation module, please view the module overview video here.