How does Weekly match transactions?

Transactions can be added manually by hitting the (+) icon and typing in the transaction data or by confirming a transaction synced from your bank.

Automatic matching

When transactions sync from your bank, if they match the amount and have a date close to a manual transaction, Weekly will match them together to create a single transaction. This can be helpful if you like to add transactions into Weekly whenever you make a purchase and let your bank transactions sync later.

Manual matching

You can also match a bank transaction with a manually input transaction even when the amounts don’t match. Simply select Safe-to-Spend or Fund when reviewing the bank transaction. A list of manually entered transactions with a date close to the transaction date will appear below. Select the matching transaction and confirm.

Weekly will ask you if you’d like to update the transaction amount to match the bank transaction amount.