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Import and match bank transactions

Matching does not add money twice. Office suggests; the owner confirms. You can unmatch or ignore a row without deleting the underlying record.

1. Open Money & Records > Bank Imports and choose Import Bank CSV.
2. Select the header row and map date, description, amount and direction columns.
3. Review duplicates and warnings, then import.
4. Select an unmatched row and review Office thinks this may match.
5. Check the date, amount and evidence before Confirm Match.