Free skill · October 24, 2026

Transaction Match Review Map

Map bank feed transactions against their match status.

Map bank feed transactions against their match status. Preparation only, not an account action.

Download the free skill

One complete Markdown file. No subscription or fabricated setup files.

Download SKILL.md

What to provide

The bank feed transactions for the period and their match states.

How it works

  1. List the feed transactions.
  2. Mark matched and unmatched items.
  3. Mark unmatched items older than the review window.
  4. Return the map without ledger changes.

The output

period | transactions | matched | unmatched | unmatched_past_window

Worked fictional example

Fictional week imports 46 feed transactions; 41 auto-match and 5 do not, and all 5 are older than the 2-day review window: 5 of 46, 10.9%, await review.

Checks and limits

Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

More bookkeepers workflows · How-to guides

Method: reviewed source. Demand lead: Documented bookkeepers workflow need from the reviewed source; not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured. Checked October 24, 2026.