Some bank records carry information without a monetary effect. When Institution identifies this case, the transaction detail shows No ledger entry needed rather than treating the record as an ordinary charge waiting for import.
- Open the bank transaction and confirm that its amount is zero.
- Read Book status and the original bank description.
- Keep the record as source information unless separate evidence establishes that a different monetary transaction is missing.
Do not manufacture an amount
A zero-amount notice is not a blank field to complete with an estimated payment. If a related purchase exists, find its actual bank record and review that transaction on its own date and amount.
The detail can still show category evidence or a saved category for reference, while explaining that the record has no monetary effect. Import and clarification controls that apply to ordinary monetary transactions may therefore be absent. This is different from an import file row that was rejected because its amount was missing or malformed. For a suspected bank error, compare the bank’s statement and source description, then check sync or request the correct source evidence instead of editing an informational record into a payment.
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