Approving and Matching Transactions

You've imported transactions with Direct Import or File-Based Import. Life is good. Now it's time to make sure your budget knows exactly what those transactions mean in your budget.

In three (at the most!) easy steps:

> Categorizing

> Approving

> Matching

Categorizing

A budget that doesn't know about spending? Not a budget. That's why you'll see warnings about it in three different places if you don't categorize a transaction.

If your imported Payee is one you use often, the most recently used category will be automatically assigned. Something different this time? Just change it. Love the auto-categorization? Time to approve those transactions.

And if you've got multiple transactions that need the same category? Aren't you lucky?

Approving

Are the Payee, Category and Amount just how they should be on your transaction? Go ahead and approve it. Do you not want to import the transaction at all? Reject it.

Matching

When you enter a transaction in the web app or on your mobile device, then later import the same one, the two versions will be matched automatically. You can see the details of the imported transaction by clicking on the match link. 

Approve the match or unmatch the transactions (useful if you had multiple transactions on the same day with the same amount that were mistakenly (but you'd have to admit  logically) matched.

Occasionally, an imported and hand-entered transaction will not automatically match. This is most often because the amounts are not an exact match (hey, it's tough to get every one to the penny when you're entering on the go).

1
Select the two transactions that should be matched.
2
Click Match in the Edit menu.
3
The transactions will be matched, keeping the date, payee, and category you entered, with the amount imported from your bank (your bank, after all, should know the correct amount!)
4
As with automatic matching, your last step is to approve the match.

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