Matching

Reconify applies matching in tiers. Earlier matches are removed from later consideration.

Duplicate detection

Transactions in the same source with the same non-empty reference are grouped as duplicates. Only the first occurrence participates in matching.

Empty references are never grouped as duplicates.

Reference matching

Reference matching is the primary path. When a left and right transaction share the same reference:

• They are matched when amount and date are within the configured rules.
• They are amount_diff when the date is acceptable but the amount exceeds tolerance.
• They are timing_diff when the amount is acceptable but the date is outside the date window.

Name-token matching

Set name_mode: "tokens" to compare remaining unmatched transactions by token similarity on Name.

Token matching applies only after reference matching. It cannot override a reference match.

Unmatched rows

Rows that do not match by reference or name tokens are emitted as:

• unmatched_left
• unmatched_right

These represent entries present on one side but not reconciled to the other side.