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How to Resolve Unmatched Transactions in Sumung

An unmatched transaction is one Sumung couldn't automatically link to an existing record - it stays under "Needs Attention" until you act on it.

Steps

  1. Open the line under Needs Attention on Review Transactions.
  2. Try the manual match option to search for a related invoice, bill, or contact.
  3. If no related record exists, categorize the transaction directly instead of matching it.
  4. Confirm the line once it's resolved.

Related Articles

  • How to Manually Match Transactions in Sumung
  • How to Match Transactions in Sumung
  • What "Needs Attention" Means in Sumung

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