Bank matching

Link a bank

1. 1
   Choose Connect a bank

   On Rent, under Bank matching. Sign in to your bank in Plaid’s window and pick the account rent arrives in. Roomline keeps each deposit’s amount, date, payer and description: never balances, and never the ability to pay.

2. 2
   Turn on matching

   Choose Rules, tick the agreements and turn them on. Two agreements with the same rent due the same day need part of each payer’s name, as your statement shows it.

Review deposits

1. 1
   Confirm, change, or not rent

   Under To review, Looks like rent lists what a rule matched, each marked Matches, Probably or Check, with the agreement and month it pays. Choose Confirm, Change for another agreement or month, or Not rent.

2. 2
   Assign the rest

   Other deposits holds what no rule claims: pay, refunds, transfers, and now and then rent from someone new. Choose Assign for one that’s rent, and mark the rest not rent.

• Right after a decision, Undo on the message takes it back. Later, Rent and Not rent show what you decided, with Reopen.
• The Bank matching tab counts the deposits waiting, and a To review month on the Ledger opens them, searched for that agreement.

Linked banks

Linked banks adds another bank, or signs one in again when it asks; until then no new deposits arrive. Disconnecting a bank forgets its deposits and what you decided about them. Payments you recorded on Rent stay.

If something does not look right