Bank Reconciliation Auto-Match

When you sync transactions in from Plaid or import a CSV from your bank, you frequently end up with two entries for the same payment — one you already entered manually (or that landed from Stripe/Square), and a fresh one from the bank feed. Auto-match finds those pairs for you.

When It Runs

After every Plaid sync and after every CSV import, Geekonomics scans the newly imported bank transactions and looks for an existing transaction in your books that could be the same dollar of money.

The match window is:

• Date: ±3 days.
• Amount: ±$0.01 (catches rounding).

A suggestion is created for every plausible pair. They show up on the bank account's register page with a yellow Suggested Match badge.

Reviewing a Suggestion

Click the badge to open the match preview. You'll see the two transactions side by side — your existing entry on one side, the bank-feed entry on the other.

Two actions:

• Confirm. Geekonomics keeps your existing transaction (it's the one tied to a category, a vendor, a receipt, a customer payment, whatever) and reverses the bank-feed transaction's journal entry. The bank-feed row stays in the register as a marker that the line cleared the bank, but it no longer posts to the GL — so you never double-count.
• Dismiss. The two entries genuinely represent different money. The suggestion is removed; both entries remain independent.

Reconciling After

With auto-match cleaning up the duplicates, the bank reconciliation workflow is much shorter — most of the work is matching the remaining handful of items against your bank statement.

What's next

Reconciliation — the monthly close on each account.