Hey guys, I did bank reconciliation just now for March and noticed that all of my previous bank transfers going all the way back to when I began using Bullet are now available to reconcile – even though they have already been reconciled! Could you look into this for me please?
Hey guys, I did bank reconciliation just now for March and noticed that all of my previous bank transfers going all the way back to when I began using Bullet are now available to reconcile – even though they have already been reconciled! Could you look into this for me please?
You can just reconcile them as normal.
When you record a bank transfer, there are 2 bank accounts involved: the one the money is leaving and the one the money is going too. This means that each of your bank accounts will have a line in their statements for this transfer. Previously, you could only reconcile the bank transfer against one account, but we have fixed that so you can now reconcile the transaction in both bank accounts against the same bank transfer recorded in bullet - this is why you're seeing all those entries now. You should be able to reconcile the new items showing against the bank transfers recorded in Bullet.
John.
Thanks for that. However, my problem is that I now have doubles of all bank transfers - as I wasn't aware of this feature the only way that I could complete the reconciliation was to create a transfer for each account. I always thought this was an obvious missing feature. So, for each transfer on my bank statement I have two transfers, one of which is reconciled.
How do I get rid of these duplicate entries - it's not possible to reconcile them.
Thanks,
Finn
If they are duplicated bank transfers, you should delete the duplicates.
John
I really wish you'd let people know about this hidden feature as it would have saved me time had I known as I wouldn't have created duplicates.
Thanks,
Finn
We send an automated message to all users a month ago about the reconciliation changes.
We generally avoid making changes that affect account this dramatically, but we felt it was an important missing feature so we decided that overall it was more beneficial to our customers.
John.