Records / Reconciliation workspace
Reviewed statement mapping
Map statement columns and inspect the result before import.
Observation, matching and reconciliation are separate
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Statement reconciliation · Boundary checks
Local synthetic CSV evidence only. Import never creates cash or receipts, verifies a bank, grants consent or reconciles an action.
Reusable parsing profiles
Profiles remember column/date/number rules only. Choose the account and period for every upload.
Filter & selectionSelections change this view.
Map and preview a file
UTF-8 CSV, up to 1 MiB and 100 nonzero transactions. No grouping separators, currency symbols or inferred dates. A header-only CSV declares zero activity; this assertion still needs boundary/source review.
File importKeep the file format and source requirements in view.
