Match entries

To match transactions, perform the following steps:

1. On the Match Entries form, choose a ledger account that is suitable for matching, and then select the period(s) of which you want to display the transactions on the ledger account.
2. Select the transactions you want to match (use SHIFT + Mouse button or CTRL + Mouse button).
3. Drag the transactions to the bottom half of the form. In the display panel on the right-hand side of the form, you will see the transaction details and a graph of the transaction balances.
4. Click the Match button. The button is available only if the cursor is in the bottom half of the form.

Result

Matched transactions will all be assigned the same matching code to show which transactions belong together. If the amounts of the selected transactions balance, the lines will disappear from the form. Click the Show all lines button to display the lines again. If the amounts do not balance, then first the Post matching difference form appears. This form allows you to post the difference if in Isah Finance a day book and one or more ledger accounts have been set up for differences.

Should the wrong transactions have been matched, you can undo the matching.