Home Reconciliation Why can't I complete a manual match even though I selected transactions?

Why can't I complete a manual match even though I selected transactions?

Last updated on Sep 10, 2026

Short Answer: The modal requires the selected amounts to tally Difference must be 0. If Difference ≠ 0, adjust selections or locate the missing transaction.

PreRequisites

  1. Manual match transactions modal is open.

  2. At least one transaction selected on both sides is recommended.

Steps

  1. Check the footer Difference value to see how much the sums differ.
    You can see the numeric Difference.

  2. Add or remove selections on either side so the Difference returns to 0.
    Footer Difference updates as you change selections.

  3. If you cannot find the needed transaction, click All open transactions and use + Add Filter if needed to adjust the lists.
    You can search a wider set of open items to find the missing line.

  4. Once Difference is 0, click Match manually.
    The match completes.

Troubleshooting

  1. Difference won't reach 0 due to a small rounding amount.
    LikelyCause: Rounding or a small unmatched fee/adjustment not shown in the current lists.
    Action: Look for small-value lines in All open transactions, widen filters with + Add Filter, or break the match into separate matches so totals can tally.

  2. I selected transactions but Match manually is inactive.
    LikelyCause: No selection on one side or Difference is not 0.
    Action: Ensure at least one transaction is selected on each side and adjust selections until Difference reads 0.

Note: The header reminder in the modal: 'The selected amounts must tally before they can be matched.' Use that as your rule of thumb.