Home Reconciliation What columns are shown in the Manual match transactions tables?

What columns are shown in the Manual match transactions tables?

Last updated on Sep 10, 2026

Short Answer: Each panel shows Date, Reference / Identifier, and Amount columns plus a left-hand checkbox column and a right-hand chevron for details.

PreRequisites

  1. Manual match transactions modal is open.

Steps

  1. Open the Manual match transactions modal.
    The two panels and their table headers are visible.

  2. Read the table headers Date, Reference / Identifier, and Amount at the top of each panel.
    You can identify transactions by date, reference text, and amount.

  3. Use the right-hand chevron (>) on a row to view more information if you need details.
    Row-level details open.

Troubleshooting

  1. I don't see the Amount or Reference / Identifier column.
    LikelyCause: Window is zoomed or panel is narrow causing columns to collapse.
    Action: Increase window width, close other panels, or expand the modal to reveal all columns.

Note: A chevron at the end of each row suggests a way to view transaction details.