Hi,
I have a credit card (from Goldman Sachs). The downloaded transactions don't fit the three options I am given for import. Here is an example of a Payment and a Purchase from the transactions I get:
Transaction Date | Clearing Date | Description | Merchant | Category | Type | Amount (USD) |
12/30/2020 | 12/30/2020 | ACH DEPOSIT INTERNET TRANSFER FROM ACCT | Ach Deposit Internet Transfer From Account | Payment | Payment | -283.93 |
12/23/2020 | 12/24/2020 | BESTBUYCOM806401 | Best Buy | Other | Purchase | 264.99 |
The closest option is "Single Column and Amount Type", but you only allow the words debit/credit, not purchase/payment.
The next is "Single Column with Negative Values for withdraws" but my statement is positive values for withdraws.
I already imported many transactions as "Single Colum with Negative Values" before I realized this was wrong. So when I go to categorize or match transactions Zoho has expenses and expenditures backwards. How can I fix this situation for these transactions and for importing my statements in the future?
-Tom