Transaction explanations are not being saved

Problem reported by LJ Pritchard 3 months ago

I keep explaining transactions and getting the green tick, only to find it has reverted to a grey tick next time I look, with the transaction still needing to be explained. I have tried this in a private browser in case there is some caching issue. It happens with income, costs, internal transfers and personal transactions and is creating a real headache as I constantly have 130+ transaction that I cannot reduce. As far as I can see, these are not invoices that are already allocated or part-allocated elsewhere. On top of wasting a lot of time, I have failed to submit my return on time because of this.

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3 Replies

Hi LJ,

Once a transaction has a grey tick, this indicates the transaction has been explained. The green tick icon just indicates a new explanation, whereas, the older explanations being the grey tick/gear icon. You will also see the details column complete, and they show in the "Explained" tab, as well as the the red wheel icon on the right which will allow you to undo the explanation.

For further guidance, please see: How to explain imported transactions as income or expenses

Tommy

3 months ago

Ah - wish I knew that earlier - would have save some time! Thanks for the quick response Tommy - much appreciated as ever. One more thing. The 'gear' icon can also be green or grey, I assume this is the same principle? a green icon means a NEW auto explain?

3 months ago

Hi LJ,

No problem at all and yes, that is correct.

Tommy

3 months ago

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