Import matching opens a review for the bank transactions that match the current view when the matching set is within the supported selection limit. The action is broader than selecting only the rows visible on one page.
- Set the intended company, account, dates, and source filters.
- Check the matching transaction count and sample the visible rows.
- Choose Import matching, then inspect the review sheet’s included, excluded, and held records before submitting.
A hidden filter changes the population
Search text, category status, or categorization method can narrow the set even when the account and period look correct. Clear filters and rebuild the scope if you are unsure which conditions are active.
If the action is not available for a large result set, narrow the review into manageable groups instead of assuming the feed is broken. The review still checks current source versions and accounting readiness. A row can be held even though it matched the list filters. Import matching starts a reviewed import workflow; it does not certify that every matching row has the same purpose or belongs in the same ledger account. Keep exceptions outside a shared category decision.
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