Skip to main content

Documentation Index

Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt

Use this file to discover all available pages before exploring further.

Matching links two opposite bank transactions together. This is commonly used when:
  • A transfer between two connected accounts shows up as two separate transactions (a withdrawal from one, a deposit into another)
  • Two transactions represent the same underlying event from different sides

​
How to match

1

Open the transaction

Go to Banking → Transactions and click on the transaction you want to match.
2

Click Match

Click the three-dot menu on the transaction row and select Match Transaction.
Image
3

Review suggested matches

Cashflowy suggests potential matches based on similar amounts and dates. Review the candidates.
Image
4

Select the match

Click on the correct match from the suggestions. If none of the suggestions are right, you can search for a specific transaction.
Image
5

Confirm

Click Confirm Match. The two transactions are now linked.
Image

​
Unmatching

Changed your mind? Click the three-dot menu on the matched transaction and select Unmatch Transaction to break the link. Both transactions revert to their original state.
Image
Matching vs. categorizing: Matching links two transactions together. Categorizing assigns an expense or income type. You can do both - match a transaction pair AND have them categorized.