Auto-clear transactions
i.e. Process manually / Clear & Backdate yourself
Overview
If Auto-clear is turned off for a transaction or plan, you must clear it manually. Use Clear & Backdate for past-due items before saving to process the transaction right away.
If you’re updating it before or on the due date, make your changes and turn Auto-clear back on for that transaction before saving. It will then process automatically on the saved due date, including today.
Fastest method: swipe to clear
Swipe on a transaction in the forecast list to reveal Clear. Tap Clear, or keep swiping through Clear to run it immediately.
The Clear sheet can offer Today, Yesterday, and, when a transaction is past due, the transaction’s original past-due date. You can also adjust the amount before clearing.
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