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PostPosted: Tue Mar 06, 2018 7:17 pm 
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Joined: Wed Feb 25, 2015 3:16 pm
Posts: 1
Is it possible to do this? I want to match my bank statement with the order of debits/deposits. Thank you :mrgreen:


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PostPosted: Tue Mar 06, 2018 9:23 pm 
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Joined: Mon Jul 20, 2009 8:27 pm
Posts: 275
Location: Norwich, England
The only way I can see to do this is to wait to post your transactions until you receive your bank statement and then enter them in the same order as the statement.

You cannot, I don’t believe, manually move around CBPro transactions. I have never tried it, though. You can move a transaction to another account, however.

Of course, if you enter transactions in the order in which they were made, you will come close to mirroring your statement, but it will not be exact. After all transactions are not cleared in the order in which they were made, so you will just be frustrated in your efforts.

The alternative, of course, is to switch to a personal financial app that downloads transactions directly from your bank.


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