Accounting controls

Search unmatched bank feed items and create transactions

Use the account-level bank feed detail to search unmatched items, match what exists, and create a ledger transaction only when one is still missing.

4 min read · Updated Mar 18, 2026 · Managers and bookkeepers clearing unmatched feed work

Open the account-level bank feed detail when the imported row is still unmatched after the easy review pass.

The goal is to match what already exists or create the missing ledger record without hiding the exception.

Quick facts

Start here

Not every unmatched row needs a new transaction. Some need a better search or a corrected ledger record.
The account detail page is where you see the imported row context clearly.
Create a new transaction only when the ledger really does not have the record yet.

Step 1: Search the unmatched item from the account detail page

Start in Bank Feeds, open the affected account, and review the unmatched row carefully.

Check the date, amount, and description before you search for a ledger match.

Bank feed account detail with imported rows and matching context — The account detail page gives you the imported row context you need before you search for a match or create a new transaction.

Step 2: Create the missing transaction only when needed

If the ledger truly does not have the record, create the transaction from the feed workflow instead of leaving the row unresolved.
If the ledger record exists but is wrong, fix the source record instead of adding a duplicate.

Bank feed detail used to decide between matching and creating a new transaction — Use the bank feed detail to decide whether the row needs a match, a corrected ledger record, or a brand-new transaction.