Debit Reconciliation

Debit reconciliation allows you to match your bank debits with your recorded expenses. The system automatically suggests the best matches based on amounts and rules you define.

Single reconciliation

For each debit, select the matching expense and click Confirm. If the debit has no matching rule yet, a form will offer to create one to automate similar reconciliations in the future.

Bulk reconciliation

Select multiple debits using the checkboxes, then click Confirm Selected. For debits without an existing rule, a dialog opens to create matching rules or skip this step.

Matching rules

Rules automatically recognize future similar debits using keywords. You can link a rule to a specific supplier for fully automatic reconciliation.