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Ability to Ignore Personal Transactions

Adil Pastakia 4 years ago • updated by Landlord Vision Admin 3 years ago • 1

The bank Account I use for my Buy to Let is not wholly exclusive for that purposes. I would say about 95% translation are for by to let but there are some non related expenditure that arises. To deal with this I have to create two journals and log the transactions to two different accounts to account for credit and debts.

When looking at unreconciled transactions, could we not have an additional option to ignore the transaction which will automatically create the journal entries and earmark the transactions as "personal transaction".

So the option would be "Find another match manually, create income, leave a note or ignore transaction"

Thanks

Adil

Completed
Landlord Vision Admin 3 years ago

Hello

Thank you for your suggestion

Just to let you know that we have implemented this feature into the software.  When reconciling, click More Options and then select Ignore from the menu that comes up.  This will write a journal entry to Account Manager > Journals and clear the transaction from the Reconcile page.  The transaction will show as 'Ignored' rather than Reconciled, but your Account Balance will be updated

Kind regards

Roy

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