Once you connect your bank and credit card accounts, ZarMoney automatically downloads your recent transactions. Then the system will show you if they match any records you’ve already entered into ZarMoney.

1.Go to 'Bank Accounts' from the top bar under 'Banking,'

2. You will see all of your bank type accounts listed.

3. Click the account to expand your options and select 'Match' from your options on the right.

4. Expand the specific transaction and select 'Find Match.'

5. Select the related ZarMoney transaction from the pop-up

6. The transaction will now show as matched under the 'In ZarMoney' tab

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