Approving and Matching Transactions on Mobile

You've imported transactions. 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? 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.

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.


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, and you’ll see a chain link icon next to the transaction:

If the match looks good, you can approve it exactly the same way you approve any imported transaction: select the transaction, then tap Approve at the bottom of the screen.

Manual Matching

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 match those transactions in a just a few taps!

1

Select the two transactions that should be matched.

2

Tap More, then Match.

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.

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 transaction with the chain icon.

2

Tap Unmatch.

3

Then approve or reject the imported transaction.

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