Clearinghouse Matcher

Upload a ledger CSV to start a new matching session.

Expected columns: date, memo, amount (newest transaction first). Optional: tags, comments, user_name, category_label.

or

Resume a session you saved earlier:

 
Zero balance on –
  View full ledger →
Unmatched incoming –
Unmatched outgoing –
Unmatched in total –
Unmatched out total –
Net (should shrink to current balance) –

Incoming

Current match

Click transactions on the left and/or right to start a match.
↓ should equal ↓
Incoming:
Outgoing selected:
Difference:

Outgoing

Unbalanced matches (0)

Balanced matches (0)

Add transaction