> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Match manual entries to statement lines

If you recorded a payment by hand and the statement shows it too, match the two so the payment is counted once. Or confirm they are separate activity.

## Why match

If you record a **Pay In**, **Pay Out** or **Transfer** by hand and later upload the statement that contains the same movement, your books would count it twice. Matching keeps one posting: the statement line is linked to the manual entry you already recorded.

## Match a statement line to a manual entry

1. In the left navigation, click **Banks & Cards**.
2. Above the register, click **Match manual transactions**. The link appears only when you have recorded at least one manual Pay In, Pay Out or Transfer.
3. Each statement line that could match is listed with **Needs review**. Open its menu and choose:
   - the manual entry it matches; or
   - **Keep as separate activity**, if they are two different movements that happen to have the same amount.
4. Click **Save matches**.

![The Match manual transactions dialog, which pairs a statement line with a manual entry you already recorded](https://www.zerabooks.com/help/shots/banks-match-manual.png)

A line can match an entry only when both are on the same account for the same amount, and the statement's clearing date is on or after the manual entry's date.

{% hint style="info" %}
**Tip:** For a transfer between two of your accounts, review both rows together. Choose an action for both sides before saving.
{% endhint %}

## Undo a match

1. Open **Match manual transactions** and turn on **Show reviewed**.
2. On the matched line, choose **Unmatch · keep separate**.
3. Click **Save matches**. For a transfer, choose **Unmatch** on both rows.

## Frequently Asked Questions

<details>
<summary>I recorded a Pay Out by hand and the statement shows it too. What do I do?</summary>

Open **Match manual transactions**, choose the manual entry on the statement line, and click **Save matches**. The payment is then counted once.
</details>

<details>
<summary>Why doesn't my manual entry appear as a choice?</summary>

It must be on the same account, for the same amount, and dated on or before the statement's clearing date. Each manual entry can match only one statement line.
</details>

<details>
<summary>Why does it say "No matching transactions yet"?</summary>

None of your uploaded statement lines matches a manual entry. Upload a statement after recording a manual bank movement; matching amounts appear here for you to review.
</details>

<details>
<summary>What does "Discard unsaved choices?" mean?</summary>

You're closing the dialog with choices you haven't saved. Click **Keep reviewing** and then **Save matches**, or **Discard choices** to leave without saving.
</details>

<details>
<summary>Can I change the category of a matched line?</summary>

No. A matched line takes its accounting from the manual entry. Change the manual entry instead. See [Edit or remove a manual transaction](https://www.zerabooks.com/help/ledger-and-categories/edit-or-remove-a-manual-transaction).
</details>

---

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