Skip to main content

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).
    ​

  2. Find the transaction.
    ​

  3. Click Other → Link existing expense.
    ​

  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!

Related Articles
Adding an income via bank feeds
Adding an expense via bank feeds
Delete an existing bank account in Bank Feeds [Mobile]
Add expenses via bank feeds [Mobile]
Adding an expense refund via bank feeds
Did this answer your question?