---
title: "Match payments and receipts"
description: "Confirm suggested matches, match a payment by hand, and mark payments that need no receipt."
---

> Documentation Index
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# Match payments and receipts

Use this guide to make sure every payment out in a month has a receipt, or a reason not to. The app matches payments automatically across every imported month and marks obvious non-purchases; this guide covers the rest.

## Prerequisites

- A bank statement imported for the month. See [Import a bank CSV](/docs/how-to/import-a-bank-csv/).
- The receipts for that month in the app. Receipts still in **Receipts To do** are matched too and show **Needs you** next to the match until you approve them. See [Check and approve a receipt](/docs/how-to/review-and-approve-a-receipt/).

![The Bank page for September 2026 on To do, with the banner Added 2 payments. Paid out: 1 matched, 0 not a purchase, 1 missing. and Undo, and Sample Missing Vendor marked Missing with No receipt fits., Match and Not a purchase](/docs/_nimbus/md/iyyjjc/payments.png)

## Match the missing payments

1. **Open To do on Bank**

   Select **Bank** in the sidebar (on a phone, the tab bar at the bottom) and pick the month. It opens on **To do**: money out with no receipt, oldest first, under a count such as **4 to do**. **All** shows every payment in the month. The **Match** row on **Home** links here too when it says, for example, "2 missing". Select **Start matching** at the top to jump to the first open payment, or work down the list.
2. **Compare the likely receipt**

   When a receipt looks like the payment, it is shown under it as **Likely**, with the seller, date and amount. A small table puts the **Bank** and **Receipt** values for **Name**, **Date** and **Amount** side by side, and the **Compared** column says what differs.
3. **Match it, or pick another**

   If it is the right receipt, select **Match**. If the pair does not fit the usual rules (for example a card payment in another currency, or a payment booked long after the receipt date), a line under the table says why. Read it before you match.

   If it is the wrong receipt, open the payment's **More**, and under **Pick another receipt** type the seller, date or amount in the box. Choose one and select **Match**. With no likely receipt, the payment says "No receipt fits." and shows the same box under it. You can also paste a receipt ID there.
4. **Match the rest at once**

   When several payments have an exact likely receipt, **Will match N payments** above the list shows each pair and why. Select **Match all N likely** (or **Match the likely one**) to match them together.

A matched payment leaves **To do**, and the next one moves up. On **All** it shows **Matched** with a **Receipt** link. The banner offers **Undo**.

You can also match from the receipt side. A receipt page shows **Payment?** when an unmatched payment fits it; select **Match**.

If no receipt exists yet, the payment says "No receipt found yet." Its **More** has **Add a receipt**, which opens **Add**. Upload the receipt there; it is matched as soon as it is read.

## Work on several payments at once

Every payment row on **Bank** has a tick box, on every screen size. Tick the payments, then pick an action in the bar that shows the count:

| Action | What it does |
| --- | --- |
| **Match** | Matches each ticked payment to its exact likely receipt. Payments without one are skipped. |
| **Not a purchase** | Marks each one as needing no receipt. |
| **Needs a receipt** | Turns **Not a purchase** back. |
| **Unmatch** | Removes each one's match. |

The banner says how many changed and how many were skipped, and offers **Undo**. Shift-click ticks a range, and **Select all N payments** ticks every payment in the view and month. Own-account transfer rows have no tick box. See [Select several](/docs/reference/app-pages/#select-several) and [Keyboard shortcuts](/docs/reference/keyboard-shortcuts/).

## Mark payments that need no receipt

Some money out has no receipt: tax payments, loan repayments, money you pay yourself. Many are marked for you on import, with a label such as **Tax**, **Bank fee** or **Cash** next to **Not a purchase**. For the rest, select **Not a purchase** under the payment. It leaves **To do**, no longer counts as missing, and the banner offers **Undo**.

To reverse it, find the payment under **All**, open its **More** and select **Needs a receipt**.

For money moved between two of your own accounts, pair the two sides instead, so both are explained together. See [Pair an own-account transfer](/docs/how-to/pair-an-own-account-transfer/).

## Undo a match

Under **All**, open the matched payment's **More** and select **Unmatch**. The payment counts as missing again and goes back to **To do**.

## Check that it worked

- The line at the top of **Bank** reads, for example, "12 out, 12 matched, 0 missing", and **To do** says **Every payment has a receipt.** with the month's next step, such as **Start checking** or **Send September**.
- On **Home**, the **Match** row shows **Done**.
- If other months still have gaps, **Bank** links them under "Also missing", for example "Also missing: August (2)".

:::caution[Editing a matched receipt]
Saving any change to a receipt removes its link to a bank payment, then automatic matching runs again. A match you made by hand, or one with an exception, has to be made again. Check **Bank** after correcting a matched receipt.
:::

A seller that appears on your bank statement under a different name (for example through a payment processor) may never match automatically. A vendor rule with **Bank name** fixes that; see [Sort costs with vendor rules](/docs/how-to/sort-costs-with-vendor-rules/).

## Related

- When a match is automatic, when it is only suggested, and the date and amount windows: [How matching works](/docs/explanation/how-matching-works/).
- How a bank match sets the euro amount: [Currencies and reference rates](/docs/explanation/currencies-and-reference-rates/).
- Money in matched to invoices you sent: [Keep sales invoices](/docs/how-to/keep-sales-invoices/).

Source: https://receipts.nuits.net/docs/how-to/match-payments-and-receipts/index.mdx