Merge manually added transaction with bank transaction

Ted Moroz

April 22, 2026 22:19

Background:  Since it can take several days for a transaction to clear at the bank and stream to EveryDollar, I create a manual transaction as a place holder to ensure we stay on track with our spending. I then delete these when the actual transaction from the bank is available.

The feature request would be for EveryDollar to identify a matching manual transaction, which could be matched as a manual transaction within a current month to a streamed transaction by amount and bank account. Provide the user with an accept and merge option, with the ending result being one transaction within the budget category of the original manual transaction.

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  ACCOUNT DELETED

  May 06, 2026 22:58

  My task for this duplicate transaction is identical to Ted Moroz's Background description.  I think that his suggested feature request is a good idea.

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  Tom Ciccarello

  May 09, 2026 16:56

  Please do this! I have been suggesting this as well. It would be VERY helpful!

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