The method of entering transactions by verifying bank data transaction entries is generally identical to the method of manually entering transactions, except that Mclowd pre-fills many fields for you.
Please refer to relevant sections, such as:
- 6.1 Add New Income
- 6.2 Income: Contributions
- 7.1 Add New Expenses
- 7.2 Add New Payment (generally used for pension payments and commutations
- 8.3 Banking: Bank Transfers
- 4.1 Add New Assets
- 4.2 Asset Disposals (to allocate proceeds of asset sales)
- 4.5 Corporate Actions
Refer also to tutorials and videos available in the HELP Section of the Mclowd website (https://www.mclowd.com/support/).
Note: When you see the underlined Verified marker next to a transaction, by clicking the marker, you can view the transaction details you posted, or reverse an entry if you have made an error.