How do I add a note to a manual match?

Short Answer: Type your text into the Reason / note (optional) field in the modal before clicking Match manually.

PreRequisites

1. Manual match transactions modal is open.

2. At least one transaction is selected on each side.

Steps

1. Select the transactions you want to match in both panels.
   Rows are selected and footer reflects the selections.

2. Click into the Reason / note (optional) input field.
   The cursor appears in the Reason / note (optional) field.

3. Type the note you want to save with the manual match.
   Your note is visible in the field.

4. Click Match manually to complete the match and save the note with it.
   The match is submitted and your note is saved with the match.

Troubleshooting

1. Note does not appear saved after matching.
   LikelyCause: Match was not completed or there was a transient save issue.
   Action: Confirm the match completed modal closed. If not, re-enter the note and click Match manually again. If the problem persists, refresh the page and retry.

Note: The Reason / note (optional) field is optional but useful for audit/context when matching.