On web & mobile :<\/b> Settings \u2192 Bank settings \u2192 select the bank account \u2192 Automatic matching.<\/p>\n \n<\/li>\n<\/ul>\n Even with automatic matching on, we sometimes get it wrong, or a transaction hasn’t been picked up yet . In that case, you can link (or re-link) it yourself.<\/p>\n \n Open the expense and go to the Payment section. Every user has two options here:<\/p>\n “Paid”<\/p>\n<\/li>\n “Unpaid”<\/p>\n<\/li>\n<\/ul>\n You can’t manually pick a “Pending” status – it’s applied automatically by the app in specific cases (see below). This is identical on mobile and web.<\/p>\n \n \n \n \u2139\ufe0f A “Pending” status can appear on its own if a linked bank transaction hasn’t fully settled yet. This can happen with any connected bank account, not just Accountable Banking,it’s not something you set yourself.<\/p>\n<\/div>\n \n For Accountable Banking users:<\/b> “Pending” also appears automatically when an expense is paid by direct debit (a SEPA mandate on your Accountable Banking account) and there’s no payment evidence yet. You’ll see a short explanatory note when this happens. Linking a transaction works exactly the same whatever status is shown.<\/p>\n<\/div>\n \n The linking control lives in the Payment section and is labelled “How was this expense paid?”. The flow differs slightly between mobile and web.<\/p>\n Tap “How was this expense paid?”. A full-screen “Link payments” sheet opens.<\/p>\n<\/li>\n Make sure “Linked accounts” is selected (the other options are “Cash” and “Paid by other account”).<\/p>\n<\/li>\n Use the search bar and filters (main account, card, positive\/negative\u2026) to narrow the list.<\/p>\n<\/li>\n Tick the right transaction, then tap “Save”.<\/p>\n<\/li>\n<\/ol>\n Click the “How was this expense paid?” field : a searchable list opens right inside the form.<\/p>\n<\/li>\n Type to search (nothing shows until you do).<\/p>\n<\/li>\n<\/ol>\n \n \u2728 Even faster – accept our suggestion.<\/b> When we spot a likely match, we show it as a card right in the expense, with the transaction’s details. Just tap\/click “Link” to confirm, or “Dismiss” to reject it. Accepting a suggestion also marks the expense as Paid. This works the same on mobile and web.<\/p>\n<\/div>\n \n For Accountable Banking users (web):<\/b> if an expense is still unpaid and in euros, you’ll also see an “Add to basket” option. This is different from linking: instead of matching an existing transaction, it lets you actually pay the expense from your Accountable Banking account. Use linking to reconcile a payment that already happened; use “Add to basket” to make the payment.<\/p>\n<\/div>\n Each linked transaction appears as a small card with a trash\/delete icon – tap or click it to unlink. Same on mobile and web.<\/p>\n To swap one transaction for another:<\/p>\n On mobile:<\/b> reopen the “How was this expense paid?” sheet – your current transaction is already ticked. Untick it, tick the new one, and tap “Save”.<\/p>\n<\/li>\n On web:<\/b> first remove the current transaction with its trash icon, then reopen the field and pick the new one. Selecting a new transaction doesn’t automatically remove the old one. You have to delete it yourself.<\/p>\n<\/li>\n<\/ul>\n![](\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2646807969\/f18b187adfd7e3c7f693b35d7dd9\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-08-28%2Ba-CC-80%2B11_07_03.png?expires=1788480000&signature=6e765fb7a77056855d0140a66bc51dd722835907071989abdbeb8f96b21303dc&req=diYjEMF%2BmohZUPMW3nq%2BgV6EQ%2F10nE5nz91qPLO9ejSm%2BKeJDHieUCZk7Zts%0AtPC6fZbvNaDJLaw65yRsUYgh1H0%3D%0A\")
<\/div>\n\ud83d\udc49 Step 1 – Set the payment status<\/h1>\n
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<\/div>\n\ud83d\udc49 Step 2 – Link the transaction<\/h1>\n
On mobile<\/h2>\n
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On web<\/h2>\n
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<\/div>\n\ud83d\udd04 Unlink or change an existing link<\/h1>\n
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![](\"https:\/\/downloads.intercomcdn.com\/i\/o\/c9wnmh12\/2637230386\/3b3d27b4375acc14700dfebbb489\/Capture%2Bd-E2-80-99e-CC-81cran%2B2026-08-28%2Ba-CC-80%2B10_34_18.png?expires=1788480000&signature=c0811695d57557268591f5f334f9a5de40b92a66b0d4705e5c507ce3faeeb17a&req=diYkEct9nYJXX%2FMW3nq%2BgX3kPA439sj9a23hu30e2KUrBz%2BosgKQ9tblrlO6%0AHBIgjQAeOLfhmI6ZwMzEatSPby8%3D%0A\")
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