Approving and Matching Transactions on Mobile

You've imported transactions in the mobile app. 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

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? Luckily you can categorize them in bulk! Select those transactions together and choose  Categorize at the bottom of your screen.

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Approving

Are the Payee, Category and Amount accurate on your transaction? Go ahead and Approve it using that button at the bottom of your screen.

Or do you not want to import the transaction at all? Select the transaction, tap More, and select Delete from the pop-up.

Dealing with Rejection đź’”

If you reject a transaction and later decide you do want it in your account register, you’ll need to enter the transaction. Once a transaction is rejected or deleted, it won't import again.

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Matching/Unmatching

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, and you’ll see a 🔗 link icon next to the transaction.

If the match looks good, you can approve it exactly the same way you approve any imported transaction—selecting the transaction and tapping  Approve at the bottom of the screen.

How to Manually Match Transactions

Occasionally, an imported and hand-entered transaction will not automatically match—typically because the dates of the two transactions are further than 10 days apart or the amounts aren’t quite the same. Luckily, you can manually match those transactions in a just a few taps!

  1. Select the two transactions that should be matched. 
  2. Tap More at the bottom of your screen. 
  3. Tap Match from the options that appear. 
  4. 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!).
  5. As with automatic matching, your last step is to Approve the match.

How to Unmatch Transactions

If an imported transaction ever happens to match up with the wrong transaction in your register, you have the option to unmatch it.

  1. Tap the transactions with the chain link icon. 
  2. Tap Unmatch.
  3. Then, either Approve or Reject the imported transaction. 

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