Matching Transactions with the Bank Feed

Nojumi allows you to connect to your bank and match your transactions with the bank feed

To match a matter's transactions with the bank feed

  1. Browse the Matter Transactions page
  2. When Nojumi detects a possible match, you would see a notation stating that a record has been found. Go ahead and click on it.

    Transaction Matching-1
  3. Once you click on 1 record found you will see a list of transactions from your bank feed that have been detected as a potential match. Select the transaction and click on Match.

    Transaction Matching-2
  4. Once the transaction is matched with the bank feed, it will show in white with a green checkmark next to it, indicating that the transaction has been matched.