Backdating Transactions

Paul123_Paul123_ Member Posts: 2

We had two large yearend donations postmarked late December but our bank import shows them as received in January because that's when they were deposited. How should I backdate them without messing everything up reconciliations, etc?

edited March 2, 2021 in Technical Support

Comments

  • KristenVKristenV Member Posts: 121 admin

    Hi @Paul123_ , the transaction date that is listed from the bank import should be correct based on when your bank recorded the transaction. If you would like to change the date of the transaction you are able to make this change on the transaction itself. This will cause the dates to be different between Wave and your bank statement when reconciling your account but the amount of the transaction would remain the same.

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