Auto-match
Alison pairing an imported bank transaction with the invoice payment, bill, transfer or payout it belongs to, by amount, date and payee.
In Solo Superstars
Runs on every import. A confident match links the line and posts nothing new, because the invoice or bill already posted. A tentative match becomes a candidate in the review queue.
Example
A −600 line dated two days after you marked a $600 bill paid is matched to that bill payment, not booked as a second expense.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- matching
- bank feed matching
Related
- Match candidate — A possible pairing between a bank line and an existing payment, bill or document that Alison proposes but is not sure about.
- Document match — Linking a bank transaction to the receipt, bill image or check that supports it, from the Document vault.
- Transfer — Money moved between two of your own accounts. Not income, not expense; both sides are matched so it is booked once.
- Processor payout — A deposit from Stripe, Square or PayPal that bundles several customer payments minus fees. Matching it empties the clearing account.