Our business has multiple accounts (multiple transaction and savings accounts). When we do an internal transfer between accounts, we have to look through our accounts to see which one it was transferred to, I normally do this by searching for the description, for example "ONLINE {ID From Bank} {Transaction description} {Our company name}" in our other accounts because the descriptions are the exact same on both ends of the internal transfer.
The feature I would like to propose is automatic matching for transfers between accounts with the same bank (between different banks the descriptions are often different).
Being able to do this would make reconciling our accounts much quicker and I think you can match the transfers with pretty high certainty.
Happy to provide some actual examples privately if needed.
Josh Conway
supported this idea
·
Our business has multiple accounts (multiple transaction and savings accounts). When we do an internal transfer between accounts, we have to look through our accounts to see which one it was transferred to, I normally do this by searching for the description, for example "ONLINE {ID From Bank} {Transaction description} {Our company name}" in our other accounts because the descriptions are the exact same on both ends of the internal transfer.
The feature I would like to propose is automatic matching for transfers between accounts with the same bank (between different banks the descriptions are often different).
Being able to do this would make reconciling our accounts much quicker and I think you can match the transfers with pretty high certainty.
Happy to provide some actual examples privately if needed.