When we download your bank feed transactions, we try to match them up with the corresponding Sage bank transactions. On the Auto-matched tab in your bank feed, you can review and confirm these matches. Continue below to learn more about this feature.

Criteria to match transactions

Bank feed transactions are auto matched if they meet the following conditions:

• They’re dated within four days of the Sage bank transaction (four days before or after)
• They're of the same amount as the Sage bank transaction
• Is the same type of transaction (Money in, money out etc.)

Confirming transactions

1. If you're happy with the auto-matched transactions, select Confirm all.
2. If you've selected certain matches, choose click Confirm selection.
3. Confirmed transactions move to the Confirmed tab.
4. Confirm your matches.

Unmatching transactions

If a suggested match isn't correct, select the Unmatch option on each transaction:

When you unmatch a transaction it moves to the To be matched tab, where you can manually match them. Understand more about manual matching.

Similar Sage transactions

If more than one Sage transaction exists as a possible match, you'll see Similar transactions found.

1. Select View to show you the possible matches.
2. Select the correct match. 

Next steps

Once you've confirmed all of your auto matched transactions, select the To be matched tab and manually confirm any remaining transactions.

If no transactions remain, select the Confirmed tab to review and finalise the matched transactions.