The optional Statement account picker offers Match from statement. Use it when the statement contains clear account information, then verify the resulting account match before relying on the extracted transactions.
- Check that the source shows one account, its currency and enough identifying information.
- Leave the optional picker on Match from statement if you want the statement information used for matching.
- After extraction, compare the account attached to the rows with the original statement and the intended company.
When you already know the correct saved financial account, selecting it explicitly can make your intent clear. The picker also supports preparing an eligible connected bank account or adding a manual account.
Resolve ambiguity before posting
A common account name or missing last digits can make a match uncertain. Check ownership, currency and prior source history rather than assuming the first similar name is correct.
If the wrong account appears, stop before posting and investigate the source selection or supported correction workflow. Do not alter transaction descriptions to hide a mismatched source. Retain the statement evidence and identify which account you expected when contacting support.
Was this article helpful?
Tell us whether this answered the question you came with.