Finances · updated 2026-08-08
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.
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."
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.
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.
No bank charge equals a recorded cost to the cent within 3 days. Record the cost first, or link it manually from the order's "From Bank" tab.
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