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Saving Match Bank Data

edited Jun 2, 2025 2:26PM in Ask A Guru 4 comments

First time doing this procedure so I want to do it right!

Quick questions for reconciling my bank statement:

I do not have the import bank and can only clear the transactions manually at the moment, there does not appear to be a save button. Do I need to Clear the approved transactions (what impact if I am not pushing through the reconciliation to post)? Or can I navigate away and my stuff is saved as is without needing to do anything extra?


Thanks!

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