How to edit GST code in the bank transaction screen? The GST code column is greyed out. Never happened before.

The GST code is automatically chosen because of the bank rule, and the GST column is greyed out or locked when the Transaction type is set to Transfer or Credit Card Payment. For deposits, the correct GST code being selected usually means the bank rule is set up properly. Please check the bank rule on a few transactions to confirm the assigned GST code matches the transaction type.

Regarding the doubling up, are you referring to the GST value or the transaction amount? If it's the GST value, manually created transactions and categorizing downloaded ones could affect it. Manual entries typically have GST codes, so you'll need to match them with the downloaded ones.

However, if you mean the amount, since both banks are connected, transactions get downloaded on both sides (Bank A as expense, Bank B as income), so you need to exclude Bank B's transactions and categorize Bank A's as a Transfer to Bank B to keep a record of the transfer.

Here's how to categorise:

1. Go to the Pending tab for the source account in your Bank transactions page.
2. Click the transaction, select Categorise, and change the Transaction type to Transfer.
3. Choose the receiving bank from the Transaction Account dropdown menu.
4. Hit Post.

I get how unsettling it is when something that used to work fine suddenly doesn't, and hopefully this gets things back on track. Let us know if you run into any issues while going through the steps. We're here to help.