sign up
sign up

How to categorise and match transactions

Academy page

The 'how to' on categorising and matching transactions in Sole

How to video:

Step by step walkthrough:

When you have transactions to review from your linked bank account, you can follow these steps:

  1. Navigate to the Dashboard and click on your bank balance
  2. The list of your available transactions are displayed
1 1

3. Swipe left to match transaction (can be an income or an expense)

2 1


Swipe right to mark the transaction as a personal transaction (when it isn't a business transaction)

3 1

4. There are three possible ways of matching transactions:

  • If there is an expense/invoice that you have created in the past that matches the $ value of your transaction, it will automatically identify the possible match
  • Match transactions directly in the Bank Feed (simple or detailed)
  • Assign to multiple expenses/invoices that you have previously created (this is in the assign to multiple section)

To get additional support or ask any other questions, please don't hesitate to contact us! Select the overflow menu (3 lines at the top left of the Dashboard screen) and select Support

other articles
Check these common issues... Your payment details have changed You can update your subscription payment details in Apple Billing or […]
You can update the payment details for your Sole subscription on your iPhone. iOS: How to change or cancel your […]
Reset a forgotten password How to video: Step by step walkthrough: How to reset your password If you've forgotten your […]
Tips on how to protect your Sole and bank account better At Sole, we are dedicated to keeping your data […]
What to do if you have received a suspicious email Phishing, spam, spoof, or hoax emails are much more common […]