transaction-matching

Name: transaction-matching
Availability: InStock
Author: peerjakobsen

Match uploaded receipts to bank transactions using amount, date, and merchant signals.

6|Updated Feb 1, 2026

Search Tags:#analysis #signals #reconciliation #fintech #transaction #matching #receipt

Ready to run

npx skills add https://github.com/peerjakobsen/smartspender --skill transaction-matching

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: transaction-matching
Source: https://github.com/peerjakobsen/smartspender/tree/main/skills/transaction-matching
Command: npx skills add https://github.com/peerjakobsen/smartspender --skill transaction-matching

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Reconcile bank transactions with uploaded receipts by providing a robust, rule-based matching process that reduces manual reconciliation time and errors.

Core Features & Use Cases

Signal-based matching uses the absolute value of the transaction amount, a date proximity window, and merchant name normalization to identify candidate transactions.
Confidence-driven workflow auto-links a single clear match or presents multiple candidates for user confirmation, supporting transparent decision-making.
Payslip reconciliation path links payslips to salary transactions, with description pattern checks and date windows to identify likely payroll entries.
Handles edge cases such as rounding differences, split payments, and potential missing matches with clear prompts and fallback behavior.

Quick Start

Match a new receipt against your transactions.csv to auto-link the best candidate or present options for manual confirmation.

Frequently Asked Questions about transaction-matching

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I link receipts to bank transactions automatically?▼

Receipt-to-transaction matching uses the absolute transaction amount, a date proximity window, and merchant name normalization to identify candidate matches. It auto-links a single clear match or presents multiple candidates for user confirmation.

How does confidence scoring work in transaction reconciliation?▼

Confidence scoring in transaction reconciliation uses a rule-based system to evaluate amount, date, and merchant signals. High confidence matches are auto-linked, while ambiguous cases trigger explicit prompts for user confirmation to ensure accuracy.

Can I match payslips to salary transactions in a CSV file?▼

Yes, you can match payslips to salary transactions. The payslip reconciliation path links payslips to salary transactions using description pattern checks and date windows to identify likely payroll entries.

What is the best way to handle split payments and rounding differences during receipt matching?▼

Handling split payments and rounding differences during receipt matching requires clear prompts and fallback behavior. The process manages these edge cases alongside potential missing matches to maintain reconciliation accuracy without forcing incorrect links.

How to prevent duplicate links when reconciling multiple receipts?▼

To prevent duplicate links when reconciling multiple receipts, the matching process enforces built-in guardrails. These guardrails ensure a single transaction is not incorrectly linked to multiple receipts during the auto-linking or user confirmation workflow.