Hi all,
I think I’m experiencing a manifestation of the issue that @chris.chai has raised. Something about the way Manager is displaying uncategorised transactions has changed. My issue is this:
I download CSV file of transactions from PayPal. When I import the file into Manager, at the “Import” screen it says:
No of transactions in the file: 17 transactions
No of transactions to import: 17 transactions
I click “Import” and am taken to the list of Uncategorised Transactions, but there are only 8 transactions listed.
The missing transactions have been imported into manager, but are not available in the Uncategorised Transaction list. This makes it impossible to apply bank rules to those transactions. I have to access them via the Receipts and Payments tab and then either manually edit each one, or use Find and Recode to update. This didn’t use to be a problem.
This occurs using the cloud version today. I also have Desktop version 20.8.94 and trialled importing the csv file using that. All the transactions appeared in the Uncategorised Transactions list and I could apply bank rules.
Looking closely, the transactions that don’t appear on the Uncategorised Transaction list (in the cloud version), are transactions that are split. The PayPal CSV has a “Gross” column and a “Fee” column, which Manager successfully imports as two elements of a split transaction.
Happy to post screenshots and CSV file if helpful.