Match charges to receipts

Each imported charge is Unmatched, Matched, Ignored or Pending. An unmatched charge a few days old is marked as needing a receipt, and receipts are matched to charges for you as they come in.

• Match links a charge to an expense you already have. PaperTotal suggests one where it finds a likely expense.
• Create expense makes a new expense from the charge.
• Ignore leaves a charge out, such as a personal purchase. Select several to Exclude them together, and Include brings one back.

If an account is marked as a company account, charges on it are the company's money, so they are never reimbursed.