Did you know you can remove duplicate and erroneous transactions in CNBudget Central?
How: When viewing transactions for a specific account, at the bottom of all the transactions displayed, click on the ‘manually reconcile them’ link. Click in the ‘Option’ column to select the transaction to reconcile and click ‘Continue’. Select the duplicate transaction(s) to reconcile with your previous selection and click ‘Continue’. Review the transactions to reconcile and if you confirm that you want to merge the transactions, click ‘Merge Transactions’. This is very useful when a manual transaction you entered does not merge with the actual transaction that posts and creates a duplicate.
CNBudget Central, a Financial Management Tool Available Now
Using Search when you Link an Account in CNBudget Central
Adding Manual Transactions in CNBudget Central
Ways to View Transactions in CNBudget Central
Giving a Nickname to an Account in CNBudget Central
Additional information about CNBudget Central
If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.