Match or Unmatch Transactions
✨ Digits automatically matches transactions across connected sources, such as 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.
Note: Changes may take a few minutes to reflect in the Ledger and Reconciliations view.
How to Match Transactions
From the left-hand menu, go to Accounting → Ledger.
Click the Edit icon in the header to enter edit mode.
Scroll or use filters to find the two transactions you want to match.
Click the checkbox next to each transaction.
A toolbar will appear at the top — click the Match icon.
Or click the Unmatch icon in the toolbar.
Confirm when prompted.
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.