EasyMoneyTM lets you cross-check statements and manage statuses through each transaction path, to help prevent overdrafts or fraudulent transactions.
To modify a Transaction status:
Tap any Transaction Record to view the Transaction menu of options
Cleared
To mark that the transaction has been cleared.
Uncleared
This is the default transaction status. To change this setting, tap and hold on the Account, select ‘View/Edit Account Info’ and choose a different status under ‘Default Trans Status’.
Reconciled
To indicate that the transaction is reflected in your monthly bank or credit card statement.
Void
To cancel the transaction, but still keep a record for reference.
A letter symbol icon will appear next to the Transaction record.
A 'Cleared' Amount will appear next to the Balance on your Account page if you have 'Cleared' and/or 'Reconciled' Transactions.
Tap and Hold any Transaction record to raise further options such as:
Select All
All transactions will be marked with a green tick on the box to the left. Tap on Action to perform mass action or Tap on Cancel to remove all the ticks. Go to Housekeeping for more information.
Delete Transaction
To remove transaction permanently.
Clear Transaction
To mark that the transaction has been cleared.
Reconcile Transaction
To indicate that the transaction is reflected in your monthly bank or credit card statement.
Unclear Transaction
This is the default transaction status. To change this setting, tap and hold on the Account, select 'View/Edit Account Info' and choose a different status under 'Default Trans Status'.
Void Transaction
To cancel the transaction, but still keep a record for reference.
Copy Transaction
A duplicate of the transaction will appear in the current Account.
Move Transaction
To shift the transaction record to another Account.