An OFX export containing a bank correction is not accepted as an ordinary transaction import. The parser asks you to resolve the correction first so a replacement or removal is not mistaken for an additional movement.
- Read the bank’s original correction information and identify the transaction it changes.
- Check whether the original movement already exists in Institution and what review or posting work depends on it.
- Use the appropriate source or accounting correction workflow, or ask support to help interpret the source before importing the remaining activity.
Do not delete the correction directive while retaining its transaction as if it were a new independent row. That can preserve both the original and its replacement in the books.
Keep the correction trail
Retain the original export and any bank notice explaining the change. Record the account, date, amount and reference of the affected movement.
A clean replacement export may be useful once the correction is understood, but still compare it with existing records. Posted or reviewed transactions can require a protected accounting correction rather than the limited update available for an untouched imported source.
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