Property Manager Sign up as a
Property Manager
It takes just 15 seconds with no credit card needed

By submitting your details, you are agreeing to our Terms and Conditions

Start your 14 day trial today

How to match on the Bank Reconciliation

This article looks at matching transactions with the bank reconciliation feature.

Step 1: Got to Financials > Bank accounts


Step 2: On the relevant bank account select ‘Start Reconciliation’.


Step 3: On the left will be the Imported Statement lines. On the right will be the available Arthur transactions.


Step 4: If it’s a match, then click match. This will pay off the charge and create a receipt on their statement.


Step 5: If it’s not a match, then click ‘Not a match?’ in the top right.


Step 6: Use this screen to select an option to reconcile.


Step 7: Use search transactions to view all transactions you can match or select multiple.


Step 8: Once you have found the correct transaction then press select > Then match.

The automatic match looks at the description and date and suggests a match within 14 days or a matching detail. Failing that, the closest date will be suggested.

Still have a question?

Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below