Match Cards Transactions With Expenses

In this help document, you’ll learn how to match cards transactions with expenses, unmatch matched transactions, and exclude card transactions.

Match a Card Transaction With an Expense

Sometimes, you might have created expenses manually for the transactions made on your card. In this case, you can match and categorize these manually added expenses with the respective card transactions, that will be fetched as card feeds into Zoho Spend.

All the unmatched card feeds can be matched with the existing expenses in Zoho Spend. The possible matches of the existing expenses will be drawn based on the date and the amount of the card transaction. Upon matching, the card feed and the expense will be merged as one, and a single expense will be created.

To match a card transaction with an existing expense in Zoho Spend:

• Go to Cards on the left sidebar.
• Click the personal or corporate card for which you want to match transactions.
• In the Unmatched tab, select the card transaction you want to match with an existing expense. The best and possible matches for the transaction will be listed based on the date and the amount of the card transaction.
• If you want to change the criteria for filtering the possible matches, click Change Criteria and provide the criteria. The possible matches will be listed based on the new criteria.
• Select the expenses that add up to the card transaction amount and click Match.
• The card transaction will be matched, the expenses will be merged, and a single expense will be created.

Unmatch a Matched Transaction

You can unmatch a card transaction that you’ve matched with an existing expense. Here’s how:

• Go to Cards on the left sidebar.
• Click the personal or corporate card for which you want to unmatch transactions.
• Go to the All Transactions tab and click the matched card transaction you want to unmatch.
• Click the More icon in the top right corner of the pane that appears and select Unmatch.
• Click Yes, Unmatch to unmatch the expense. The expense will be listed as an unmatched transaction.

Exclude a Card Transaction

Some of the transactions made through your card may not be incurred for your business. In such cases, you can exclude these transactions from converting them into expenses. Here’s how:

• Go to Cards on the left sidebar.
• Click the personal or corporate card for which you want to exclude transactions.
• In the Unmatched tab, click the More icon next to the card transaction and select Exclude.
• Click Exclude again to confirm your action. The card transaction will not be deleted but will be listed under the Excluded tab of the card.