What this does
After transactions are imported, you review each one, assign a category, match it to existing records, and approve it into your accounts.
When to use it
Review transactions at least weekly to keep your books up to date.
Step by step
- Go to Banking in the Accounting menu
- Select the bank account
- For each unreviewed transaction:
- Match — if it corresponds to an existing invoice, bill, or expense, click Match and select the record
- Categorise — if it's a new transaction, assign an account category (e.g. Office Supplies, Rent)
- Create — if no record exists, create a new expense or income entry
- Click Approve to finalise each transaction
- Approved transactions turn green
Tips
- Smart suggestions recommend likely matches based on amount and date
- Bulk matching lets you approve multiple transactions in one action
- Transactions you skip remain in the feed until dealt with
- You can undo an approval if you made a mistake