Fix an unmatched transaction

One stubborn line can block the whole close — here's how to categorize, split, or create the missing record for it.

1

Click the unmatched line — the panel shows why no match was found and what you can do about it.

Click the unmatched line — the panel shows why no match was found and what you can do about it.
2

No bill exists for bank fees, so create the expense directly — pick the category and the tax treatment.

No bill exists for bank fees, so create the expense directly — pick the category and the tax treatment.
3

Click Create & match — the expense posts, the line matches, and a rule offers to auto-handle this fee next month.

Click Create & match — the expense posts, the line matches, and a rule offers to auto-handle this fee next month.