If you have already created an expense on your 'Expenses' page, Business Finance Assistant will attempt to automatically 'match' the expense to the transaction. However, if the system hasn't detected the corresponding transaction, you can first press the 'Actions' button from your Bank Transactions page, then 'Retry matching transaction' or you can manually match it to the transaction in your account by following these steps:
- Locate the relevant transaction on your 'Bank Transactions' page
- Press 'Split/Attach'
- Press 'Attach Document'
- Select 'Expenses'
- Select the expense from the list
- Press 'Confirm Selection'
- Click 'Done'
- Press 'Confirm'