Is it possible to set linked transfers on multiple transactions and have it auto-match each one?

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Georgio
Georgio Member

On Mac Deluxe, my downloaded credit card payments often aren't linked to the bank account that paid them. I can easily enter the Bank name in "Transfer" column and a popup will show saying "Matching Transaction Found" which links the two transactions. This is great.

What isn't great, is having to type this in for each payment (12 a year), and then for 5-6 credit cards and other accounts, other transfers, etc.

If I select multiple transactions and modify them as normal (command-I) to enter the transfer… it doesn't do the "Matching Transaction Found" popup and instead just creates extra transactions instead of nicely linking the two existing transactions.

Is there anyway to auto link these transactions in bulk?

Also, I don't know much about the rules/quickfill feature… but perhaps there is a way to eventually have them automatically link as they are being downloaded, so this problem doesn't even happen in the first place?

Thanks!

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