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Match or Unmatch Transactions

✨ Digits automatically matches transactions across connected sources—like Stripe, Ramp, or your client’s bank—to merge them into a single, clean record. This prevents duplicates and keeps your books audit-ready.

Most matches happen automatically, but during reconciliation, you can manually match or unmatch transactions if something looks off.

How to Match Transactions

  1. From the left-hand menu, go to Accounting → Ledger.

  2. Click the Edit icon in the header to enter edit mode.

  3. Scroll or use filters to find the two transactions you want to match.

  4. Click the checkbox next to each transaction.

  5. A toolbar will appear at the top — click the Match icon.

  1. Or the Unmatch icon in the toolbar.

  1. Confirm when prompted.

Note: Changes may take a few minutes to reflect in the Ledger and Reconciliations view.

Matching Requirements

  • The amounts must be identical.

  • Other fields (like date, party, or category) help guide matching but aren’t required.

  • Transfers and duplicate payments are the most common match scenarios.

Frequently Asked Questions

What kinds of transactions can be matched?

You can match any transactions that share the same total amount, including payments, deposits, or transfers between connected accounts.

What kinds of transactions can be matched?

You can match any transactions that share the same total amount, including payments, deposits, or transfers between connected accounts.

What happens when transactions are matched?

Digits merges the two entries into one consolidated record, removing duplicates and syncing the data across your Ledger and Reconciliation views.

Do matches affect reports?

Yes — matched transactions are counted once across financial reports, ensuring your totals remain accurate.

Need help? Contact [email protected]