Suggested Match

On the Reconcile page you will see a series of filterable tiles at the top of the page, allowing you to easily view and manage specific transaction types.

Transactions will show in the Suggested Match tile when an imported bank transaction is identical to an existing transaction in Street, based on the date, amount, description, reference and/or payee .

Typically this will always be the case for outgoing transactions as these should already exist in Street as these are created during the Payments to Make stage. However this still works for incoming transactions if you have manually receipted them onto a ledger in Street.

Suggested Match transactions will be displayed in blue in the transaction list.

If the suggested match is correct, simply click 'reconcile' to reconcile the transaction. It's important to note that with suggested matches, you are not receipting any additional money into Street, as it already exists in the system - you are simply reconciling the two transactions.

If the suggested match transaction is wrong, you can click the 'not a match? click here' button and choose how to reconcile that transaction manually. Using this option would essentially revert the transaction to a 'no match' type transaction giving you the option to setup a Payment Link, search for a different existing transaction, receipt to the Suspense Account or Split the Payment.

For more information, see our What is No Matches Found help article.

For more information on the full reconciliation process, see our Reconciling and Receipting help article and for other types of transaction matches see our Reconcile collection.