# Bank imports and transfers

**URL:** https://forum.manager.io/t/bank-imports-and-transfers/36352
**Category:** Uncategorized
**Created:** [August 1, 2021, 2:42pm UTC](https://forum.manager.io/t/bank-imports-and-transfers/36352 "2021-08-01T14:42:55Z")
**Posts on this page:** 1
**Showing post:** 54

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### Author: ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)
#### Post date: [August 13, 2021, 12:56pm UTC](https://forum.manager.io/t/bank-imports-and-transfers/36352/54 "2021-08-13T12:56:56Z")

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> [@lubos](#):
>
> I think it’s important to decide for each bank account whether you will be importing or manually entering.

That’s pretty limiting, don’t you think?

> [@lubos](#):
>
> Here are some real-world examples how this is a [problem in Xero](https://community.xero.com/business/discussion/37344472) which is doing what you propose.

I admit it, this is a problem that could happen, but, Xero don’t have you @lubos as a team developer. I am sure you can figure it out.

Anyway, what I am doing is I am doing the matching part manually in a spreadsheet and then I import the unmatched part only. It’s not that difficult to achieve, I will give you that.

However, the problems that I can’t solve in current setup are these:

1. Users with access to receipts and payments can delete reconciled transactions.

2. After importing, I have to manually delete receipts and payments and later post inter-account transfer. I can include this in my spreadsheet but this adds to the list of manual work.

I also just came across athis new post, which also can be solved by keeping the reconciling part with current statements/reco instead of within the transaction.

> [@Clearing of Payments in Locked books](https://forum.manager.io/t/clearing-of-payments-in-locked-books/36526):
>
> I have pending deposits in Payments. However the supplier deposited the check a month after but how can I clear the pending deposits when my book for the previous month was already locked without changing the figures in my Reports?

For now I will have to pull a tactical retreat on this one, but I still have hope that someday you’ll change your mind on this.

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