Documents & expenses
Match bank activity to records you already have
ResiArk suggests matches between posted bank outflows and expenses you already recorded. You accept or dismiss each one; nothing is posted automatically.
How to use it
- Connect an institution first (see Private financial connections). Open Finance, Finance tools, Reconciliation and find Match bank activity to records you already have.
- Choose Find matches. Suggestions pair a posted outflow with a recorded expense, project expense or maintenance cost by amount and date. Amounts must be close and dates within the allowed window.
- Accept a match to link the transaction to the existing record. No expense is created and the record itself is not changed. Dismiss a suggestion and it will not return.
- Set a category per transaction and save category rules. Rules only suggest a category; sync never overwrites the one you chose.
- Split a payment across properties only when every property is editable by you and linked to the same account, and the parts add up to the full amount.
- If a bank later changes or removes a transaction you matched, the match is marked Needs review. Nothing is silently changed. Keep it as reviewed or reverse it.
- Matching handles one transaction to one record. Refunds, partial payments and many-to-one settlements are not matched.
Bank connections require Ark+ and an enabled provider, and production bank access must be separately activated by the operator. Editors only; viewers cannot accept matches.