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Phoenix - User Help

Phoenix will attempt to automatically match a Bank Transaction to a Phoenix Transaction. It will do this by matching on a combination of the date and the amount. Possible matches must fall within a specific date range of the Bank Transaction to be considered for matching. This is set at plus or minus 14 days.

The Bank Feeds screen will display transactions three different ways according to if it was able to be matched or not.

 

 

 

 

See Also:

Filtering

Searching

Adding

Batch Actions

Excluding Transactions

Reconcile a Bank Account

 

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