Merging bank statement lines manually

  • 02.06.2026
  • 4 Minuten Lesedauer

You can use merge rules to combine multiple bank statement lines into a single transaction. This is useful when several lines represent the same payment or should be handled together.

Although merge rules can run automatically during import, you can also apply them manually when a statement line doesn't match an existing rule, when you've changed lines after import, or when you want to merge lines for a one-time scenario without setting up a dedicated rule.

This article explains how to apply merge rules manually from both the Payment Reconciliation Journal and the Bank Account Reconciliation, and how to merge selected lines without a rule.

To manually merge lines without using a merge rule

Use a manual merge for one-time scenarios where you don't want to set up a dedicated merge rule. The manual merge combines the lines, details, and charges by default, and sets a fixed text on the description.

To manually merge lines:

  1. Select the lines you want to merge.
  2. On the action bar, on the Home tab, click Merge Lines.

The merged line is marked with Manual Merged Line in the Description column. All details are included.

To undo the merge, click Merge Lines > Undo Merge. For more information, see Restoring merged lines.

To manually assign merge rules in the Payment Reconciliation Journal

If you want to use a merge rule without assigning it to a search rule, you can apply the rule directly to the journal lines. The Apply Merge Rule action allows you to merge lines that don't match a search rule.

To manually apply a merge rule from the journal:

  1. On the Payment Reconciliation Journal page, select the lines you want to merge.
  2. On the action bar, click Rules > Apply Merge Rule.
  3. In the Apply Merge Rule dialog box, select the Merge Rule Code.

In the Match Details FactBox, in the Merged by section, you can click the rule to see the merge rule setup.

To manually assign merge rules in the Bank Account Reconciliation

On the Bank Account Reconciliation page, the Apply Merge Rule action allows you to merge lines that don't match a bank transaction code rule or search rule.

To manually apply a merge rule from the reconciliation:

  1. On the Bank Account Reconciliation page, select the lines you want to merge.
  2. On the action bar, click Rules > Apply Merge Rule.
  3. In the Apply Merge Rule dialog box, select the Merge Rule Code.

In the Match Details FactBox, in the Merged by section, you can click the rule to see the merge rule setup.

Introducing merge rules
Setting up merge rules
Applying merge rules automatically
Restoring merged lines