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
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Manual match transactions modal is open.
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At least one transaction selected on both sides is recommended.
Steps
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Check the footer Difference value to see how much the sums differ.
You can see the numeric Difference. -
Add or remove selections on either side so the Difference returns to 0.
Footer Difference updates as you change selections. -
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. -
Once Difference is 0, click Match manually.
The match completes.
Troubleshooting
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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. -
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.