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Linking bank feeds transactions to expense records

Match and link a bank feed transaction to an existing expense record.

Written by Michelle

Link to an expense

  1. Go to Bank feeds (left menu).
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  2. Find the transaction.
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  3. Click Other → Link existing expense.
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  4. Pick the expense record to link.

NOTES:

  • You can only link to an expense that was created 7 days before the bank transaction date (not after).

  • This will not create a duplicate expense.

If you linked it to the wrong expense

  1. Open the transaction.

  2. Click the three dots.

  3. Choose:

    • Unlink transaction but keep expense (keeps the expense), or

    • Unlink and delete expense (deletes the expense).

Remember to download the Rounded mobile app!

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