Finances · updated 2026-08-08

How to match bank transactions to costs and orders in Dumpster Controls

Matching closes the loop: a bank charge stops being an anonymous line and becomes the landfill or fuel cost of a specific order. The app can suggest matches automatically by value and date.

1. 1

   Run "Find matches"

   On the Reconciliation page, the "Match to your costs" card "Finds bank charges that equal a recorded cost within 3 days." Click "Find matches"; each suggestion shows the bank description and the cost it matches. Click "Match" to apply it. When nothing is pending it says "No pending value and date matches. Nice."

2. 2

   Match an expense from the order side

   In the Orders P&L drawer, "Add Cost" then the "From Bank" tab lists unmatched outgoing transactions; clicking "Link" records the charge as a cost on that order.

3. 3

   Match an incoming payment

   For money in, use "Link Bank Tx" in the drawer. The "Link Bank Transaction" modal shows the expected amount and lists unmatched incoming transactions sorted by similarity, tagging "Exact match" when the value lines up. Click "Link" to attach it to the order.