> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-agentic-general-ledger/match-unmatch-transactions.md).

# Match or Unmatch Transactions

:sparkles: 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.

***

{% hint style="warning" %}
**Note:** Changes may take a few minutes to reflect in the Ledger and Reconciliations view.
{% endhint %}

### 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.

<div align="left"><figure><img src="/files/Ci5TuFPrBWUyG2V5RS7J" alt="" width="563"><figcaption></figcaption></figure></div>

6. Or click the **Unmatch** icon in the toolbar.&#x20;

<div align="left"><figure><img src="/files/XRxOyVCEQWTR9xABlnAN" alt="" width="563"><figcaption></figcaption></figure></div>

7. Confirm when prompted.

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### 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

<details>

<summary>What kinds of transactions can be matched?</summary>

You can match transactions that have the same total amount, including payments, deposits, and transfers.

Transactions in a closed period can't be matched.

</details>

<details>

<summary>What happens when transactions are matched?</summary>

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

</details>

<details>

<summary>Do matches affect reports?</summary>

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

</details>

***

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Got a question or feedback? Our team is all ears—come say hello!
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{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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***


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