Incoming funds

Expected transactions

Expected incoming transactions are transactions that have been added to Nojumi but have not yet occurred in your bank account. These transactions help track money that is expected to be received in the future. Nojumi monitors your bank account for matching transactions and will notify you when a match is detected. Expected transactions only affect the projected balance of a matter and do not impact the actual balance until the transaction has occurred.

Actual transactions

Actual incoming transactions are transactions that have already occurred in your firm’s bank account. Once a transaction is matched with a bank transaction, it is considered reconciled and marked with a green checkmark. Actual transactions affect both the projected balance and the actual balance of a matter, helping ensure your financial records accurately reflect real account activity.

The difference between actual and expected transactions can be explained more with this link

How to Add Received Undeposited Funds

Received Undeposited Funds are those that your firm has recognized as received but has not deposited into your bank account. The actual balance in your matter will increase by the amount of the funds and should be matched later once you receive the deposit.

How to Record an Incoming Email Transfer

Incoming Email Transfers should be recorded in Nojumi once you have accepted it in your bank. After the funds are recorded, the transaction will appear in yellow until it has been matched with the corresponding transaction in your bank feed.