Hello GWG,

The imported transactions need to match the amount exactly to match. I'm not sure what the exact date range it uses is, but it won't automatically match transactions that are that are not close to the date of the transaction. You also use imported bank statements with bank rules if you click the upload to bank services button. For more information setting up bank rules, see our knowledgebase articles here.

Thanks,
Chris Parrish

Hello GWG,

The imported transactions need to match the amount exactly to match. I'm not sure what the exact date range it uses is, but it won't automatically match transactions that are that are not close to the date of the transaction. You also use imported bank statements with bank rules if you click the upload to bank services button. For more information setting up bank rules, see our knowledgebase articles here.

Thanks,
Chris Parrish