Bank MatchingManual Reconciliation

Manual Reconciliation

Manually match unmatched transactions or override automatic matches.

4 min read

Sometimes automatic matching cannot find a match or suggests the wrong one. Manual reconciliation lets you handle these cases.

Match a transaction manually

1Go to Bank Matching → Unmatched.
2Click on a transaction to see details.
3Browse suggested matches or search for a specific invoice/bill.

4

Click "Match" to link the transaction.

5Alternatively, click "No Match" to mark it as reconciled without linking.

Override an automatic match

If Saldo matched a transaction incorrectly, open the match and click "Unmatch". Then follow the manual matching steps above to assign the correct invoice or bill.

Your manual matches train the algorithm. Future similar transactions will be matched more accurately.

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