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

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OR

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

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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

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