Difference between revisions of "Mapping your data file's accounts to the account hierarchy"

Mapping your data file's accounts to the account hierarchy (view source)

73 bytes removed , 16:51, 5 October 2017

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-== Marking accounts as 'Not Required' ==
+== Excluding Accounts from being mapped ==
-When mapping your accounts, you may come across accounts that you do not want to include the account hierarchy. Marking those accounts as '''Not Required''' while instruct BudgetLink to ignore those accounts and not to apply them to the account hierarchy.
+When mapping your accounts, you may come across accounts that you do not want to include the account hierarchy. '''Excluding''' those accounts will instruct BudgetLink to ignore those accounts and not to apply them to the account hierarchy.
-To mark accounts as not required, follow these steps.
+For more information, see [[Excluding data file accounts when mapping to the account hierarchy]].
-# Select the account from your data file on the right-hand side;
-# Click the '''Not Required''' button.
 === Notes ===