How do I reconcile multiple line items (split transactions)?

With our reconciliation tool, you can match multiple payments with one statement record. For this, please go to “Accounting” from the left-side menu, open the “Reconciliation” sub-page, and select the bank account you want to reconcile:

Then select the needed bank statement record and click ‘'match’':

Here you can review the suggested payments from your account. You can also adjust the date and amount ranges if needed. 

Check the multiple boxes next to the needed payments, and match them with the transaction.

If you need to add multiple income and expense payments from a single bank transaction, click on "Create payment" to insert a new payment record.

Please note!
Any of your financial or online banking information is not stored. Connecting to your bank account is done securely through our third-party provider Stripe.



Last updated:
Jul. 01, 2024