Transaction Matcher

Match Your Transactions

Select which columns contain amounts and dates. The tool will find matches automatically.

📋 Sample mode: Using pre-configured columns for demonstration
Your Records: sample_left.xlsx (46 rows)
External Records: sample_right.xlsx (48 rows)

Step 1 — Select Required Matching Fields

Amount = transaction value | Date = transaction/posting date
Choose the format exactly as it appears in the selected date column
Choose the format exactly as it appears in the selected date column

Step 2 — Optional Description Matching

Select description/reference columns to improve matching accuracy.

Step 3 — Configure Matching Rules

Configure how transactions are matched. Rules are applied in order — adjust tolerances to find more matches.
Rule 1 — Exact Match
Same amount and same date
Best for exact transaction matches with identical amounts and dates.
Rule 2 — Close Match
Amount within ±2% and date within ±2 days
Useful when settlement timing or small amount differences exist (e.g., rounding, fees).
Percentage difference allowed between transaction amounts.
Maximum allowed difference between transaction dates.
Rule 3 — Flexible Match
Amount within ±5%, date within ±7 days, moderate text matching
Useful for inconsistent descriptions or delayed postings (e.g., cross-border transactions).
Percentage difference allowed between transaction amounts.
Maximum allowed difference between transaction dates.
Only applies if description columns are selected in Step 2.
Processing your files...
Your Matching Results
We've matched your transactions — review below

You can download the results and review unmatched records.
Matched
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Based on amount and date
Unmatched (Your Records)
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Unmatched (External)
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Processing Time
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Download Results (Excel) Match Different Files Send Feedback
Currently improving:
This tool is actively being developed — feedback is welcome.
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Transaction Matcher v1.9