How do I undo a match?

Every match can be reversed, whether it was made automatically or by hand. Nothing is deleted and no amounts change; both sides simply go back to the unmatched lists so you can pair them differently.

How do I undo one?

1. Go to Finances > Reconciliation and choose the account
2. Choose Show matched transactions. The count in the button tells you how many matches there are.  The see or undo them link on the Agreed count at the top of the page opens the same list
3. Use the search box at the top of the list to find the match. You can type part of the description, the date or the amount
4. Find the match and choose Undo
5. Confirm

If you have the transaction open under Finances > Transactions, the notice at the top of a transaction that came from a bank line has a link to the reconciliation screen. It opens the list with that line already in view, so you can go straight to Undo.

If the match was one bank line to several of your transactions, undoing releases all of them together. A match is all or nothing.

The one exception

If you created the transaction from the bank line with Record this, undoing removes that transaction as well, because it only existed to account for that bank line.  Any receipt you attached to it is removed with it, so have the receipt ready to attach again when you re-record the line. The confirmation tells you when this will happen.

When would I undo a match?

• Automatic matching paired the wrong £50 with the wrong supplier. Undo it, then match by hand where you can see the descriptions.
• You need to delete or change the amount of a transaction that has been matched. Undo the match first.
• You need to remove an import that has matched lines in it.
• You recorded a bank line as one transaction and now want to split it across several categories or events. Undo the match, then choose Record this on the bank line again with the split switched on.

Related reading

• What do the labels on matched transactions mean?
• Matching a bank transaction to your records by hand
• How do I split a transaction I have already recorded?