Processing and grouping multiple bank entries

Process Multiple Bank Entries at Once

If you have multiple transactions or expenses from the same vendor grouping these entries will make reconciling your account much easier. This feature will help you increase your efficiency when processing your transactions. If you have long lists of transactions, grouping transactions from the same vendor will help speed up reconciliation. 

There are a few ways that you can group and record transactions as separate expenses. 
  1. Drag and Drop 
  2. Edit and Select Checkboxes
  3. Search Bar

Drag and Drop  

  1. Navigate to your Bank Account that you want to reconcile
  2. Select the entry then drag and drop the transactions with other transactions you want to group (note: if it makes it easier, sort by alphabetically)
  3. Record the expense or Create Transfer
  4. IMPORTANT: select the box titled “Record as separate transaction” to create separate transactions.
  5. Select Match

Edit and Select Checkboxes

  1. Navigate to your Bank Account that you want to reconcile
  2. Select Edit at the top of the entries. Then you will be able to select the transactions you want to group

      3. Next, click the three dots at the top of the page and either select Record Expense or Create Transfer
      4. Choose the Vendor, Description, Account, and Tax Rate (if applicable)
      5. IMPORTANT: select the box titled “Record as separate transaction” 
      6. Click the green Match button












Search Bar and Bulk Group

One of the quickest ways to group transactions is to use the search bar.

  1. Type the name of the vendor or transaction you’d like to group into the search bar
  2. Select Group Results
  3. Confirm that all of the transactions are correct and from the same vendor 

  4. Make sure to select the checkbox titled “Record as separate transaction”
  5. Select Match

Note: You are able to group 100 transactions at a time. 

Check Your Work 

To double check that you reconciled the transaction correctly. 


  1. Navigate to the Expenses tab

  2. You should see the bulk expenses you just added as separate transactions

  3. If you don’t see the expenses you might of added them to the wrong account, or not selected the checkbox titled “Record as separate transaction” 





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