Why does my schedules transactions not include the type of transaction?

playbll24
playbll24 Member ✭
in Registers & Transactions (Windows)

when my scheduled transactions are uploaded automatically it sometimes does not include the type of transaction. It seems to be random - some transactions auto fill the type and some do not. How to fix this.

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭

    What "type of transaction" are you talking about? Please explain in more detail.

    It's been my experience that, for best results, a scheduled transaction reminder should be recorded in the register BEFORE your download from the bank contains the transaction confirmation. This way you already have a correctly defined register transaction on file, with correct categories or splits.

  • playbll24
    playbll24 Member ✭

    i have a list of bills scheduled. When they post in the register sometimes they will include the type of transaction (I.e. EFT, deposit) but most times not. Why? And how to fix this.

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