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Electronic Bank Feeds Initial 60 day load

edited Jun 2, 2025 2:27PM in Ask A Guru 2 comments

Hi all,

we have just setup the electronic bank feed between NS / SaltEdge / NatWest Bankline on one of our bank accounts. As per the documentation the past 60 days transactions have appeared within 'Match bank data'. Thing is most of these have already been matched before using a CSV import. What is the recommended approach here - the only way forward we can see is to exclude the unwanted transactions ?

Would really appreciate any comments / thoughts.

Thank you.

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