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Matching manually entered and imported transactions

Matching manually entered and imported transactions

Learn more about how Aspire Budgeting matches your manually entered transactions with imported transactions.

Aspire Budgeting can match manually entered transactions with transactions that are imported from your financial institutions. This can be useful if you'd like to enter transactions' details as you make purchases. It can also be helpful for those times when our imports partner isn't able to communicate with your bank - this doesn't happen often, but can from time to time.

In order for a transaction to be matched with its imported counterpart, the amount and account must match and the dates of the two transactions must be within 10 days of one another. When a transaction is matched, you'll see "Matched" in the memo field followed by the merged memos (the manually entered one plus the imported one).

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