Bank feeds recording error

You can manually edit the categorized transaction and change the account to the correct savings account. This can fix the mistakenly downloaded transaction and transfer it to the correct account. Here’s how:

1. Go to Banking, then select Bank Feeds.
2. Click Bank Feeds Center and select the checking account.
3. Click ADDED/APPROVED under IN YOUR REGISTER.
4. Find the transaction, then choose the correct Account from the drop-down menu.
5. Once done, hit Record. 

If you have any other questions, feel free to let us know. We're here to help.

You can also fix it straight from the register, which is sometimes quicker:

1. Open the checking account register and double-click the transfer.
2. In the Transfer window, change "Transfer Funds From" to the correct savings account and click Save & Close. The checking side stays matched to the bank feed, so nothing on that side needs redoing.

Two checks afterwards, because transfers touch two accounts:

- The wrong savings account. Make sure that account wasn't already reconciled with this transfer in it. If it was, changing the transaction will throw off that reconciliation's beginning balance next month. In that case, open the reconciliation report for that month first so you know what changed.
- The right savings account. If that account also has a bank feed, the same transfer will download there too. When it does, match it to the transfer you just fixed instead of adding it, or you'll count the transfer twice.

Then reconcile both savings accounts for the month. If both tie to their statements, the fix is done.