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Manual Merge Feature

Feature Request

Need to be able to manually merge items when reconciling bank entries with receipt entry.
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This will also allow users to force merge expenses that they accidentally marked "Ignore" or "Duplicated" on purpose.
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Currently, you can merge two expenses with the same date and value in the "Dashboard" tab.

Posted by Todd Hayes ·
Status: Completed3 comments

Comments3

  • Eli Bucher changed status to Completed
    Team•

    May 24, 2024

    Pinned

    There is now smarter auto duplicate matching as well as a manual option for merging/ reconciling duplicate purchases as well as receipts with bank statements. Check it out :)

  • Hung Nguyen

    Team•

    May 12, 2024

    Merging expenses is now possible in v5.24.0

    1. Tap the "Transactions" tab
    2. Tap any expense
    3. Tap the "Merge" button
    4. Select an expense from the list to merge with
    5. Tap any field (excluding "View Receipt") to make desired changes
    6. Tap "Save" to complete the merge

    It is not possible to merge two bank transactions or undo the merge.

  • Anonymous User

    •

    Apr 23, 2023

    Credit card purchase usually comes up on easy expense a day after. We need this manual merge funxtion for sure.