Use Search transactions or Search synced bank activity to find a record by its source text. A bank description may contain a shortened merchant name, a processor, or a reference instead of the wording on a receipt.
- Start with a distinctive part of the description you can see on the statement.
- Check the active account, status, and date filters before interpreting an empty result.
- Open a likely match and compare its amount, date, and account with the evidence you have.
Search is a way to find candidates
A shared merchant name does not prove two charges are the same transaction. Subscription renewals and repeated purchases can have identical descriptions. Confirm the individual record before importing, matching, or changing a category.
If the exact business name returns nothing, try a shorter part of the bank’s actual text rather than assuming that the record is missing. Clear the search when moving to a different review task. It remains an active filter and can otherwise hide unrelated transactions or reduce the rows included in a bulk review. The resulting count describes the current filtered view, so check it before acting on matching transactions.
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