All help · Bank

How do I match the bank?

Upload a statement and it pairs with receipts and invoices in the ledger.

  1. 1Ledger → Bank matching: upload a statement (Excel, CSV or PDF).
  2. 2Confirm the suggested pairs — they can mark documents paid too.
  3. 3Lines without a receipt (such as fees) go by rules; 'next time too' remembers them.