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How Automatic Matching Works in Sumung

When a new statement line comes in, Sumung tries to automatically match it to an existing record - like a bill payment or invoice payment - instead of leaving…

Steps

  1. Go to a Bank Account's Review Transactions tab.
  2. Matched lines that the system is confident about typically show as "Suggested" rather than "Needs Attention."
  3. Open a suggested match to confirm it's correct, then accept it to mark it reconciled.
  4. If a line doesn't match anything automatically, it appears under "Needs Attention" for manual review.

Related Articles

  • What "Suggested" Transactions Are in Sumung
  • How to Manually Match Transactions in Sumung
  • How to Match Transactions in Sumung

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