Rules should be able to delete bank transactions

David Knight

A clients system I assist with has a Visacard import stream from Westpac Australia. This client does many overseas purchases which incur fees that are included in the actual charge transaction line; but then also creates a purely descriptive line in addition.

These additional lines appears in the bank feed, and are superfluous.

I initially thought creating a rule to match with the Action being "Ignore" made sense and would work.

However, apparently "Ignore" only means to temporarily ignore and all the transactions come back the next time one goes into the bank feed. In my mind that makes the use of Ignore in a rule useless, as it achieves nothing.

What one needs is either:

1. Ignore in a rule to mean permanently ignore [ie, delete the transaction from the feed] OR
2. A new action to Delete the transaction.

In general, in terms of managing a bank feed, I do not see any real benefit to the Ignore feature, and especially in terms of a rule. Perhaps my experience is too narrow?

However, I can see the benefit of a rule which will tidy up a feed to remove extraneous, or superfluous transaction lines of no value at all.

Interested to hear what others think, or other ways of dealing with the issue.

David

clikchic

I am having similar issues with transactions that are informational. We also use a private credit card for business transactions in sufficient enough quantity that it makes sense for us to import the data in to Reckon One. However 3/4 of the transactions private and need to be ignored.

What is the point of being able to set rules to ignore transactions or even being able to ignore transactions when they become visible again when you next access the bank feed? It's counter productive.

I would love to have the ignored transactions disappear behind the "Show Ignored" button permanently.

Even better would be able to create a rule to delete.

I understand that in most cases you would reconcile all the transactions in an account but for small business users sometimes using a private account to make business purchases makes sense.

klaura

Hi David Knight,

Reckon One Bank Transaction has a Delete button to permanently delete transactions within Reckon. It's the X button you see at the far end of each transaction.

I hope it helps.

Best regards,

clikchic

Yes, my apologies I wasn’t clear. I was aware you can delete transactions individually but when there is a lot of them as there are in my case for the private credit card it is time consuming to delete each one individually.

klaura

Hi clikchic,

This feature might be great feature , but as of right now, it is a limitation of the product.

However, you can propose this to ideas.reckon.com . Either vote for a feature that has already been proposed by another user or make a new request.

Cheers,