What do the badges on my transactions mean?
Under certain circumstances, badges will appear across the top left corner of some transactions to convey additional information about them. When you adjust the balance of an account or view overdue scheduled transactions, you will see transactions with badges. When you use Direct Access or direct download to update your accounts, or if you import transactions from iBank's built-in browser or a file, iBank will put badges on the new transactions to let you know how they were handled during the import.
- Adj: The transaction represents a balance adjustment, and as such is not counted in budgets or reports. It was recorded as the starting balance of a new account or by the Account > Adjust Balance command.
- Match: The transaction was imported within the last 24 hours and matched a transaction that was previously recorded in the account. For more information about how iBank matches transactions during an import, see Using the Resolve View.
- New: The transaction was imported within the last 24 hours and is unique. It did not match up with any transactions that were previously recorded in the account.
- Late: The scheduled transaction is past its due date and has not been posted or skipped. This badge only appears in the "Confirm Scheduled Transactions" window.
- Transfer: The transaction was imported within the last 24 hours and matched a transfer that was previously recorded in another account. The transfer was completed by linking the new transaction with the old.
Badges related to imports are cleared automatically after 24 hours; balance adjustments retain their badges indefinitely.