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Review unmatched transactions

Pair imported payments and expenses that did not match a record.

Updated 10-26-2026
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  • Help home
  • Getting started3
  • Customers3
  • Estimates3
  • Invoices4
  • Payments & Stripe5
  • Expenses2
  • Banking3
    • Link your bank
    • Set bank merchant rules
    • Review unmatched transactions
  • Reports2
  • Account2
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team5
Browse topics
  • Help home
  • Getting started3
  • Customers3
  • Estimates3
  • Invoices4
  • Payments & Stripe5
  • Expenses2
  • Banking3
    • Link your bank
    • Set bank merchant rules
    • Review unmatched transactions
  • Reports2
  • Account2
  • Calendar & calendar links3
  • Routes & Mileage3
  • Time import1
  • Hundo3
  • Settings & team5

Pair an unmatched row

Unmatched: Unmatched payments and expenses from CSV import wait here. Pair them yourself. PlanBill does not guess.

  1. Open Unmatched.
  2. Choose a suggestion or pick the invoice or expense to pair. Review the details and save.

Open Banking in PlanBill

Related guides

  • Link your bank
  • Import customer data from QuickBooks

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