Hello Team,
Is there a way we can merge two transactions. You already have a transaction and there is an import from CSV causing multiple duplicate transaction. The one I already have has some information. The CSV Import has other important information that I would like to retain.
If there exists a capability to merge those transactions, I can retain the information from both transactions.
Please let me know if you need more information.
Alex.
Merge two Transactions
Moderator: Renato
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reachalex
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reachalex
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Re: Merge two Transactions
Is this feature being considered? I is a nice to have...
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Renato
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reachalex
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Re: Merge two Transactions
Reviving this topic
My situation and ask is different.
In my scenario, there are some entries that are triggered from the "Recurring Transactions". A matching transaction is added as part of the CSV import.
These two will have varying info, especially in the notes.
So it would be helpful to have a merge feature so that these two transactions can be merged. The category and payee info from the recurring transaction and notes from the imported transaction.
This is just one of the situations that I am explaining here.
My situation and ask is different.
In my scenario, there are some entries that are triggered from the "Recurring Transactions". A matching transaction is added as part of the CSV import.
These two will have varying info, especially in the notes.
So it would be helpful to have a merge feature so that these two transactions can be merged. The category and payee info from the recurring transaction and notes from the imported transaction.
This is just one of the situations that I am explaining here.