When you import records from multiple accounts, ZenLedger usually matches up the two sides of a self-transfer. In general, it will identify a self-transfer based on the AMOUNT and TIME (outgoing occurs before incoming).

When the sides are not matched, it could cause a few errors such as:

  • Sell Without Buy
  • Overstated Sales
  • Incorrect Holdings

How to Manually Mark Self-Transfer

  1. Find one of the transactions in the pair (either the "buy" or the "sell").
  2. Select the circular green arrow symbol to the far right of that transaction line. 
  3. Mark it first as Incoming (or Outgoing, whichever is appropriate)
  4. Then select the circular green arrow again, and mark it as Self-Transfer.
  5. In the pop-up window Possible Outgoing section, select the grey bubble to the left to create the match.
  6. If there are no Possible Outgoing suggestions, choose Create Manual (Matching Transaction Not Found). Manually enter the matching transaction.

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