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How to Manually Match Transactions in Sumung

This is useful for handling a statement line that Sumung couldn't automatically match to an existing invoice, bill, or contact.

Steps

  1. Open the account's Review Transactions tab and find the unmatched line under "Needs Attention."
  2. Open the line and use the manual match option to search for the related invoice, bill, or contact.
  3. Select the correct match and confirm.
  4. If nothing matches because the transaction is unrelated to an existing record, categorize it directly instead.

Related Articles

  • How to Match Transactions in Sumung
  • How to Resolve Unmatched Transactions in Sumung
  • How Automatic Matching Works in Sumung

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