> ## 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.

# Match Transactions

> Link two related bank transactions together - useful for transfers between your connected accounts.

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

<Steps>
  <Step title="Open the transaction">
    Go to **Banking** → **Transactions** and click on the transaction you want to match.
  </Step>

  <Step title="Click Match">
    Click the **three-dot** menu on the transaction row and select Match Transaction.

    <Frame>
      <img src="https://mintcdn.com/cashflowyai/2CRVVB3b6C5WFlOJ/images/image-7.png?fit=max&auto=format&n=2CRVVB3b6C5WFlOJ&q=85&s=895c82c264719fb3a209212d026455ed" alt="Image" width="430" height="76" data-path="images/image-7.png" />
    </Frame>
  </Step>

  <Step title="Review suggested matches">
    Cashflowy suggests potential matches based on similar amounts and dates. Review the candidates.

    <Frame>
      <img src="https://mintcdn.com/cashflowyai/2CRVVB3b6C5WFlOJ/images/image-8.png?fit=max&auto=format&n=2CRVVB3b6C5WFlOJ&q=85&s=58731c574deeeb2af865f9c5ed3236fd" alt="Image" width="1512" height="1300" data-path="images/image-8.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cashflowyai/2CRVVB3b6C5WFlOJ/images/image-9.png?fit=max&auto=format&n=2CRVVB3b6C5WFlOJ&q=85&s=03fc81c355577d552bc1f507337867a6" alt="Image" width="1412" height="102" data-path="images/image-9.png" />
    </Frame>
  </Step>

  <Step title="Confirm">
    Click **Confirm Match**. The two transactions are now linked.

    <Frame>
      <img src="https://mintcdn.com/cashflowyai/2CRVVB3b6C5WFlOJ/images/image-10.png?fit=max&auto=format&n=2CRVVB3b6C5WFlOJ&q=85&s=d7f2b2530d9be6b9f94ef8bc4eb9c752" alt="Image" width="1490" height="144" data-path="images/image-10.png" />
    </Frame>
  </Step>
</Steps>

## 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.

<Frame>
  <img src="https://mintcdn.com/cashflowyai/2CRVVB3b6C5WFlOJ/images/image-5.png?fit=max&auto=format&n=2CRVVB3b6C5WFlOJ&q=85&s=5458ca8ec69231d754d5dca06b2549e0" alt="Image" width="420" height="74" data-path="images/image-5.png" />
</Frame>

<Info>
  **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.
</Info>