Bank Reconciliation - Ability to split spend or receive money transaction
Ability to allocate part bank payments to a full spend money transaction already entered, instead of deleting the part payments and marking the full spend money transaction as reconciled
Live Accounts
shared this idea
Hi everyone, thanks for bumping this idea . We understand you’re looking for a more visible way to split bank transactions from the reconciliation screen, so you can break down a single transaction into multiple categories more easily.
Having the split option more accessible could help make reconciliation quicker and reduce the need to search through additional steps.
We’ll continue to keep track of this idea and gather feedback from the community.
-
zain chishti
commented
Good point. Contractors often know what they earned from a job, but not what they actually kept after materials, fuel, subcontractors, tools, insurance, GST/HST, and taxes.
That is why clean records matter throughout the year, not only at tax time. I have seen Ontario contractors refer to https://theacctaxco.com/accountant-for-contractors/ when they need help with bookkeeping, CRA letters, GST/HST filing, payroll, and contractor tax records.
It is a useful resource for contractors who want their numbers organized before year-end becomes stressful.