Just started using the import bank statement feature and running into a few issues.
The first one is that Manager doesn’t recognize the Date column but I see that’s a known problem. I was using a csv file at the time, then switched to a qfx file and that problem disappeared.
Second issue concerns bank rules. Some of the imported transactions have bank rules associated with them and the screen after I click Import shows the correct accounts in green. After clicking the Bulk Update button, I didn’t get any indication that the bulk update had succeeded or failed, and when I check the bank account in question, the imported transactions were allocated to Suspense so the bulk update failed for some unknown reason.
Thirdly, Manager didn’t recognize some of the transactions as duplicates. They had the same date and amount, only the Payee was slightly different. I understand that might not constitute an exact match but I think it would be useful to provide a way to indicate that partial matches like that are or are not duplicates. That seems to be fairly common in other accounting software.
This was running Manager Desktop 19.1.26 on OSX 10.13.6