---
title: "Link a transaction that does not pay a pledge"
slug: "link-a-transaction-that-does-not-pay-a-pledge"
updated: 2026-11-02T06:25:31Z
published: 2026-11-02T06:25:31Z
canonical: "help.infoodle.com/link-a-transaction-that-does-not-pay-a-pledge"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Link a transaction that does not pay a pledge

The **Match** button in the **Recurring Pledges** list links the whole transaction to one pledge date. It is available only when both of these are true:

- The transaction has one line.
- That line is no more than the date still owes.

**Match** saves the link as soon as you click it, with no confirmation, and reloads the screen. Do it before you make any other changes.

1. Open the transaction from the **Transaction List** with the pencil icon.
2. In **Outstanding Form Entries & Pledges**, find the pledge date in the **Recurring Pledges** list. Dates within three days of the transaction date are shaded and marked **Closest date**.
3. Click **Match** on that date.

The screen reloads. The banner at the top now shows the date you matched, and the date is ticked in the **Recurring Pledges** panel. You can now make any other changes and click **Save Transaction**, or leave the screen.

To move a payment that is already linked to a different date, use the **Recurring Pledges** panel rather than **Match**. See [Change which dates are paid](/docs/link-a-transaction-that-does-not-pay-a-pledge#reallocate).

If **Match** is greyed out, hover over it to see why:2. Check the amount in **Allocate** on each ticked date. 3. Put anything left over on a transaction line. 4. Click **Save Transaction**.

For example, Iris's $60.00 payment is split into a $40.00 line and a $20.00 line on another account code. Tick her $40.00 25 Oct date. **Transaction Line 1** empties itself and the $20.00 line stays as it is. After saving, 25 Oct is **Paid (matched)**.