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  • #1048
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Created Dec 08, 2020 by sinopsysHK@sinopsysHK

[NewFeature] Bank statement reconciliation

I have a bank which is having a very bothering behavior: a transaction is created almost in realtime when paying with credit card but it is then reworded after being confirmed and validated so I often land with duplicate transactions on that bank account.

User story: I'd like to tick all transactions recorded in a specific account against the end of month bank statement with automatic pre-matching

Benefit: it would be much easier to spot pending duplicates and help making sure we are still in synch with the bank

Feature needed:

  • get electronic bank statement from boobank
  • extract statement entries from electronic statement
  • pre-match based on amount/date/label
  • Manage reconciliation status per transactions
Edited Dec 08, 2020 by sinopsysHK
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