Explaining bank feed transactions

Question asked by Paul Masri-Stone 2 months ago

Hi, I've got 2 questions related to the bank feed and "explain transactions".

  1. Sometimes there are duplicates. For example, right now there's "23 Mar 2026: A Supplier -12.56" but also "23 Mar 2026: A Supplier D1204736 -12.56" "23 Mar 2026: A Supplier D1204736 -12.56" "23 Mar 2026: A Supplier D1204736 -12.56" "23 Mar 2026: A Supplier D1204736 -12.56" "23 Mar 2026: A Supplier D1204736 -12.56" "23 Mar 2026: A Supplier D1204736 -12.56" How do I get rid of these duplicates that actually aren't real transactions?

  2. It's early days and the AI is learning, so ALL of the transactions need explaining, and most are personal. If I click the person icon on the right, it's slow, and refreshes the page and then I have to scroll down, and repeat. Is there a way I can select 12 checkboxes and click "Personal" in one go? Or a quick way of going click-click-click on each one without the page jumping around?

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3 Replies

Hi Paul,

No problem!

And at the moment, you can only mark each transaction as personal by clicking the Person icon on the right. However, you can set up import rules, when explaining the transaction, you should be able to click the Pen Icon beside Import Rule. You can then specify the Search Term and select the Personal tab. This will then allow you to bulk explain personal transactions with the same string in the description.

Tommy

Best answer
1 month ago

Hi Tommy,

Thanks for following up privately on the duplicates. (For anyone else viewing this, it's a bank feed issue with one particular bank.)

What about my 2nd question? Is there an efficient way I can 'explain' a number of transactions as Personal? Right now, the way I'm doing it causes the page the refresh and the UI to jump on each click.

1 month ago

Hi Paul,

In order to investigate this further, when logged in, would it be possible to click the ? at the top right and click Send Us a Message including your account name please?

Tommy

2 months ago

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