Product user manual

Bank Reconciliation | Rabbit Accounts User Manual

Use this page to understand where Bank Reconciliation fits in Rabbit Accounts and what operators should expect on the screen.

Rabbit Accounts Need technical behavior, source use cases, or Playwright evidence? Open the linked use-case page.
S23

Bank Reconciliation

Bank Reconciliation supports statement selector, matched/unmatched views, auto-match, manual match/unmatch, variance review.

Entry pathBank nav > Bank Reconciliation
Route/bank-reconciliation
Technical detailOpen the use-case page
Before you start

Prepare the screen context

  • Sign in and make sure the correct business is selected.
  • Import or refresh bank activity before you review reconciliation or statement results.
What you can do here

Primary tasks

  • Statement Selector
  • Matched/unmatched Views
  • Auto-match
  • Manual Match/unmatch
  • Variance Review
Key areas on the screen

What to look for first

  • Use the visible filters, summary cards, tables, and actions on this page to complete the workflow.
Related pages

Next places to go

Visual walkthrough

Screen snapshots

Open any image for a closer look. The manual keeps screenshots on screen pages so the index stays light.

Full page Bank Reconciliation full page
Bank Reconciliation full-page screenshot

Full-page walkthrough of bank reconciliation in the reviewer manual.
Focused crop Matched transactions
Matched transactions focused screenshot

Focused crop showing the matched transaction results after auto-match completes.