• From: South Africa
  • Registered: 07/01/2017
  • Posts: 64

Topic: Splits on Imported transactions

If one loads bank account transactions into FA via a CSV import, on occasion some of the transactions require to be split.

It appears that FA will not allow the retrospective split of deposit or payment transactions arising as a result of an import.

Is there any way to allow this please?

Regards Barry
  • From: USA
  • Registered: 07/16/2017
  • Posts: 276

Re: Splits on Imported transactions

The import transactions extension allows split transactions on general journal.  I suppose it would be a good idea to allow them on bank payments/deposits.    Can you use GJ instead of payments/deposits in your CSV file?

An imported transaction in FA should be no different that one created by FA.  It can be edited and splits can be added/removed/edited.   If you are unable to split an imported transaction, elaborate by stating your FA version and extension.