[{"data":1,"prerenderedAt":1239},["ShallowReactive",2],{"all-categories":3,"all-tags":58,"all-authors":218,"post-transaction-matching-rules-explained":253},[4,16,25,40,49],{"id":5,"color":6,"description":7,"extension":8,"featured":9,"icon":6,"meta":10,"name":11,"parent":6,"seo":12,"slug":13,"stem":14,"__hash__":15},"categories/blog/categories/accounting.json",null,"Accounting workflow, reporting, controls, and finance operations guidance for modern teams.","json",false,{},"Accounting",{"description":7},"accounting","blog/categories/accounting","JHZttnjJUP-tRC6e5k7NurNh4tCvsyqZmOL1qiLtWH4",{"id":17,"color":6,"description":18,"extension":8,"featured":9,"icon":6,"meta":19,"name":20,"parent":6,"seo":21,"slug":22,"stem":23,"__hash__":24},"categories/blog/categories/audit-ready.json","Audit-ready workflows, controls, governance, and financial data integrity for growing teams.",{},"Audit 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and accounting workflow notes from the NewLedger team. Content is reviewed for accuracy before publication and updated when product behavior changes.","NewLedger",{},"NewLedger Editorial Team","Product & Accounting Editorial Team",{"title":224,"description":227},"Product, accounting workflow, and embedded accounting insights from the NewLedger team.",{},"authors/admin","WmiwEtjvNFNdFze5tIup2IW9kO6DAf_6Rx2dPukvf64",{"id":232,"avatar":6,"bio":233,"company":222,"extension":8,"meta":234,"name":235,"role":236,"seo":237,"social":239,"stem":240,"__hash__":241},"authors/authors/jane-smith.json","Finance workflow review notes from the NewLedger team.",{},"NewLedger Finance Review","Finance Review",{"title":235,"description":238},"Finance workflow review notes from NewLedger.",{},"authors/jane-smith","butFFhyoP0MULPvrQ0pA3INhb9OvYjzIOA1QlmVFWk0",{"id":243,"avatar":6,"bio":244,"company":222,"extension":8,"meta":245,"name":246,"role":247,"seo":248,"social":250,"stem":251,"__hash__":252},"authors/authors/john-doe.json","Product and implementation review notes from the NewLedger team.",{},"NewLedger Product Review","Product Review",{"title":246,"description":249},"Product and implementation review notes from NewLedger.",{},"authors/john-doe","0rZT9p4E2OtQNRUbHV0RPfUsDq0j30jjm6_4zhh_62E",{"id":254,"title":255,"author":256,"body":257,"category":13,"contributors":1221,"coverImage":1222,"createdAt":1226,"description":263,"extension":1227,"featured":9,"meta":1228,"navigation":29,"path":1229,"publishedAt":1226,"seo":1230,"slug":1233,"status":1234,"stem":1235,"subtitle":1236,"tags":1237,"updatedAt":1226,"__hash__":1238},"blog/blog/2026/05/04-transaction-matching-rules-explained.md","Transaction Matching Rules, Explained","admin",{"type":258,"value":259,"toc":1194},"minimark",[260,264,267,286,293,296,301,304,307,310,330,334,341,344,429,432,436,440,478,481,517,520,556,559,595,598,634,637,672,675,711,714,747,751,754,847,850,854,857,901,904,907,910,927,930,937,948,951,954,957,983,986,989,992,995,1020,1023,1027,1030,1033,1047,1057,1061,1064,1067,1081,1084,1088,1150,1154,1157,1160,1174,1177],[261,262,263],"p",{},"When you import bank transactions, NewLedger tries to surface the most likely accounting match first.",[261,265,266],{},"That might be:",[268,269,270,274,277,280,283],"ul",{},[271,272,273],"li",{},"an invoice-related record",[271,275,276],{},"a bill",[271,278,279],{},"an expense",[271,281,282],{},"a journal-linked record",[271,284,285],{},"a grouped match across several entries",[261,287,288,292],{},[289,290,291],"strong",{},"Transaction Matching Rules"," tell NewLedger how cautious or flexible that ranking should be.",[261,294,295],{},"This article explains the actual rule settings you see in NewLedger, so you can understand what each one changes without needing to read the raw JSON.",[297,298,300],"h2",{"id":299},"what-is-a-transaction-matching-rule","What Is A Transaction Matching Rule?",[261,302,303],{},"A transaction matching rule is a saved matching profile.",[261,305,306],{},"It does not change your accounting records by itself.",[261,308,309],{},"It changes how NewLedger evaluates and ranks possible matches by adjusting things like:",[268,311,312,315,318,321,324,327],{},[271,313,314],{},"how strict amount comparison should be",[271,316,317],{},"how far apart dates can be",[271,319,320],{},"how important references are",[271,322,323],{},"how flexible description matching should be",[271,325,326],{},"whether grouped matching should be considered",[271,328,329],{},"how much counterparty linkage should matter",[297,331,333],{"id":332},"the-business-rules-you-actually-set","The Business Rules You Actually Set",[261,335,336,337,340],{},"Most users work with the ",[289,338,339],{},"Business Rules"," section, not the advanced JSON.",[261,342,343],{},"These are the main controls in NewLedger today:",[345,346,347,361],"table",{},[348,349,350],"thead",{},[351,352,353,358],"tr",{},[354,355,357],"th",{"align":356},"left","Rule setting",[354,359,360],{"align":356},"What it means",[362,363,364,373,381,389,397,405,413,421],"tbody",{},[351,365,366,370],{},[367,368,369],"td",{"align":356},"Risk level",[367,371,372],{"align":356},"How cautious or fast the matching behavior should feel",[351,374,375,378],{},[367,376,377],{"align":356},"Automation level",[367,379,380],{"align":356},"How assertively NewLedger should treat stronger matches in the ranking flow",[351,382,383,386],{},[367,384,385],{"align":356},"Amount strictness",[367,387,388],{"align":356},"How exact the amount comparison should be",[351,390,391,394],{},[367,392,393],{"align":356},"Date tolerance",[367,395,396],{"align":356},"How many days apart a transaction and candidate record can be",[351,398,399,402],{},[367,400,401],{"align":356},"Reference importance",[367,403,404],{"align":356},"How heavily reference numbers should influence matching",[351,406,407,410],{},[367,408,409],{"align":356},"Description flexibility",[367,411,412],{"align":356},"How strict or flexible text matching should be",[351,414,415,418],{},[367,416,417],{"align":356},"Grouping",[367,419,420],{"align":356},"Whether grouped deposits or split-style matching should be considered",[351,422,423,426],{},[367,424,425],{"align":356},"Counterparty",[367,427,428],{"align":356},"How strongly linked customer or vendor information should matter",[261,430,431],{},"If you never open the advanced JSON view, these are the settings that matter most.",[297,433,435],{"id":434},"what-each-business-rule-does","What Each Business Rule Does",[437,438,369],"h3",{"id":439},"risk-level",[345,441,442,452],{},[348,443,444],{},[351,445,446,449],{},[354,447,448],{"align":356},"Option",[354,450,451],{"align":356},"Meaning",[362,453,454,462,470],{},[351,455,456,459],{},[367,457,458],{"align":356},"Conservative",[367,460,461],{"align":356},"Stricter matching thresholds",[351,463,464,467],{},[367,465,466],{"align":356},"Balanced",[367,468,469],{"align":356},"Normal day-to-day matching behavior",[351,471,472,475],{},[367,473,474],{"align":356},"Fast",[367,476,477],{"align":356},"More permissive scoring so likely matches surface more quickly",[437,479,377],{"id":480},"automation-level",[345,482,483,491],{},[348,484,485],{},[351,486,487,489],{},[354,488,448],{"align":356},[354,490,451],{"align":356},[362,492,493,501,509],{},[351,494,495,498],{},[367,496,497],{"align":356},"Suggest only",[367,499,500],{"align":356},"Show candidates for review",[351,502,503,506],{},[367,504,505],{"align":356},"Auto high confidence",[367,507,508],{"align":356},"Lean more strongly toward high-confidence candidates",[351,510,511,514],{},[367,512,513],{"align":356},"Auto with exception review",[367,515,516],{"align":356},"Favor operational matching flows while still leaving room for review",[437,518,385],{"id":519},"amount-strictness",[345,521,522,530],{},[348,523,524],{},[351,525,526,528],{},[354,527,448],{"align":356},[354,529,451],{"align":356},[362,531,532,540,548],{},[351,533,534,537],{},[367,535,536],{"align":356},"Exact",[367,538,539],{"align":356},"Very tight amount matching",[351,541,542,545],{},[367,543,544],{"align":356},"Rounding",[367,546,547],{"align":356},"Allows small real-world variation",[351,549,550,553],{},[367,551,552],{"align":356},"Fees",[367,554,555],{"align":356},"More tolerant for fee-heavy or slightly offset transactions",[437,557,393],{"id":558},"date-tolerance",[345,560,561,569],{},[348,562,563],{},[351,564,565,567],{},[354,566,448],{"align":356},[354,568,451],{"align":356},[362,570,571,579,587],{},[351,572,573,576],{},[367,574,575],{"align":356},"Same day",[367,577,578],{"align":356},"Very strict date matching",[351,580,581,584],{},[367,582,583],{"align":356},"Three days",[367,585,586],{"align":356},"Good default for most workflows",[351,588,589,592],{},[367,590,591],{"align":356},"Seven days",[367,593,594],{"align":356},"More flexible for slower settlement timing",[437,596,401],{"id":597},"reference-importance",[345,599,600,608],{},[348,601,602],{},[351,603,604,606],{},[354,605,448],{"align":356},[354,607,451],{"align":356},[362,609,610,618,626],{},[351,611,612,615],{},[367,613,614],{"align":356},"Required",[367,616,617],{"align":356},"References matter a lot",[351,619,620,623],{},[367,621,622],{"align":356},"Preferred",[367,624,625],{"align":356},"References help, but are not mandatory",[351,627,628,631],{},[367,629,630],{"align":356},"Optional",[367,632,633],{"align":356},"Matching should not depend heavily on references",[437,635,409],{"id":636},"description-flexibility",[345,638,639,647],{},[348,640,641],{},[351,642,643,645],{},[354,644,448],{"align":356},[354,646,451],{"align":356},[362,648,649,657,664],{},[351,650,651,654],{},[367,652,653],{"align":356},"Strict",[367,655,656],{"align":356},"Description text must line up more closely",[351,658,659,661],{},[367,660,466],{"align":356},[367,662,663],{"align":356},"Normal text matching",[351,665,666,669],{},[367,667,668],{"align":356},"Flexible",[367,670,671],{"align":356},"Description text can be looser when other signals help",[437,673,417],{"id":674},"grouping",[345,676,677,685],{},[348,678,679],{},[351,680,681,683],{},[354,682,448],{"align":356},[354,684,451],{"align":356},[362,686,687,695,703],{},[351,688,689,692],{},[367,690,691],{"align":356},"Off",[367,693,694],{"align":356},"Do not prioritize grouped matching behavior",[351,696,697,700],{},[367,698,699],{"align":356},"Deposits",[367,701,702],{"align":356},"Allow grouped deposit-style matching",[351,704,705,708],{},[367,706,707],{"align":356},"Splits",[367,709,710],{"align":356},"Lean more into split or grouped selection behavior",[437,712,425],{"id":713},"counterparty",[345,715,716,724],{},[348,717,718],{},[351,719,720,722],{},[354,721,448],{"align":356},[354,723,451],{"align":356},[362,725,726,733,740],{},[351,727,728,730],{},[367,729,614],{"align":356},[367,731,732],{"align":356},"Linked people information matters strongly",[351,734,735,737],{},[367,736,622],{"align":356},[367,738,739],{"align":356},"Counterparty linkage helps when available",[351,741,742,744],{},[367,743,630],{"align":356},[367,745,746],{"align":356},"Matching should not depend much on linked people data",[297,748,750],{"id":749},"a-simple-example","A Simple Example",[261,752,753],{},"Here is an easy-to-read example of a business-friendly rule:",[345,755,756,768],{},[348,757,758],{},[351,759,760,763,766],{},[354,761,762],{"align":356},"Setting",[354,764,765],{"align":356},"Example value",[354,767,451],{"align":356},[362,769,770,782,793,804,815,826,836],{},[351,771,772,774,779],{},[367,773,369],{"align":356},[367,775,776],{"align":356},[777,778,458],"code",{},[367,780,781],{"align":356},"Keep matching tighter",[351,783,784,786,790],{},[367,785,385],{"align":356},[367,787,788],{"align":356},[777,789,544],{},[367,791,792],{"align":356},"Allow small normal differences",[351,794,795,797,801],{},[367,796,393],{"align":356},[367,798,799],{"align":356},[777,800,583],{},[367,802,803],{"align":356},"Accept nearby settlement dates",[351,805,806,808,812],{},[367,807,401],{"align":356},[367,809,810],{"align":356},[777,811,614],{},[367,813,814],{"align":356},"Reference clues matter a lot",[351,816,817,819,823],{},[367,818,409],{"align":356},[367,820,821],{"align":356},[777,822,466],{},[367,824,825],{"align":356},"Use description as support, not the main driver",[351,827,828,830,834],{},[367,829,417],{"align":356},[367,831,832],{"align":356},[777,833,699],{},[367,835,702],{"align":356},[351,837,838,840,844],{},[367,839,425],{"align":356},[367,841,842],{"align":356},[777,843,622],{},[367,845,846],{"align":356},"Linked people data helps when present",[261,848,849],{},"This kind of rule fits teams that want good invoice-style matching without making the engine too aggressive.",[297,851,853],{"id":852},"what-the-advanced-numbers-mean","What The Advanced Numbers Mean",[261,855,856],{},"If you open the advanced JSON view, you will see three technical groups:",[345,858,859,869],{},[348,860,861],{},[351,862,863,866],{},[354,864,865],{"align":356},"Section",[354,867,868],{"align":356},"What it controls",[362,870,871,881,891],{},[351,872,873,878],{},[367,874,875],{"align":356},[777,876,877],{},"thresholds",[367,879,880],{"align":356},"Cutoffs, tolerances, and scoring minimums",[351,882,883,888],{},[367,884,885],{"align":356},[777,886,887],{},"boosts",[367,889,890],{"align":356},"Extra scoring added when a signal matches well",[351,892,893,898],{},[367,894,895],{"align":356},[777,896,897],{},"signals",[367,899,900],{"align":356},"Whether a signal is enabled at all",[261,902,903],{},"These advanced values are real, but they are not the best starting point for most users.",[437,905,906],{"id":877},"Thresholds",[261,908,909],{},"Thresholds control things like:",[268,911,912,915,918,921,924],{},[271,913,914],{},"minimum score for high-confidence results",[271,916,917],{},"minimum score for medium-confidence results",[271,919,920],{},"amount tolerance",[271,922,923],{},"date window in days",[271,925,926],{},"description overlap percentage",[261,928,929],{},"Example:",[261,931,932,933,936],{},"If the date window is ",[777,934,935],{},"3",", NewLedger can treat records within three days as aligned.",[261,938,939,940,943,944,947],{},"If the amount tolerance is tighter, a transaction for ",[777,941,942],{},"$100.00"," may not match a record for ",[777,945,946],{},"$92.95",".",[437,949,950],{"id":887},"Boosts",[261,952,953],{},"Boosts add extra score when a signal matches well.",[261,955,956],{},"Common examples in NewLedger include:",[268,958,959,962,965,968,971,974,977,980],{},[271,960,961],{},"amount aligned",[271,963,964],{},"date aligned",[271,966,967],{},"description aligned",[271,969,970],{},"reference aligned",[271,972,973],{},"reference present",[271,975,976],{},"counterparty linked",[271,978,979],{},"grouped selection",[271,981,982],{},"currency aligned",[261,984,985],{},"Boosts help stronger candidates rise above weaker ones.",[437,987,988],{"id":897},"Signals",[261,990,991],{},"Signals are on/off controls for the engine.",[261,993,994],{},"For example, a rule can decide whether NewLedger should consider:",[268,996,997,1000,1003,1006,1009,1012,1015,1017],{},[271,998,999],{},"amount alignment",[271,1001,1002],{},"date alignment",[271,1004,1005],{},"description alignment",[271,1007,1008],{},"reference alignment",[271,1010,1011],{},"reference presence",[271,1013,1014],{},"counterparty linkage",[271,1016,979],{},[271,1018,1019],{},"currency alignment",[261,1021,1022],{},"If a signal is off, that clue is no longer part of the ranking logic for that rule.",[297,1024,1026],{"id":1025},"why-different-businesses-need-different-rules","Why Different Businesses Need Different Rules",[261,1028,1029],{},"Not every business reconciles transactions the same way.",[261,1031,1032],{},"For example:",[268,1034,1035,1038,1041,1044],{},[271,1036,1037],{},"a company receiving invoice payments may care a lot about references",[271,1039,1040],{},"an expense-heavy account may care more about description and counterparty behavior",[271,1042,1043],{},"a finance team doing tighter review may prefer conservative thresholds",[271,1045,1046],{},"an operations-heavy team may prefer faster matching with exception review",[261,1048,1049,1050,1053,1054,947],{},"That is why NewLedger supports both ",[289,1051,1052],{},"system rules"," and ",[289,1055,1056],{},"custom rules",[297,1058,1060],{"id":1059},"a-good-rule-name-should-be-simple","A Good Rule Name Should Be Simple",[261,1062,1063],{},"Rule names should explain the business intent, not the technical setup.",[261,1065,1066],{},"Good examples:",[268,1068,1069,1072,1075,1078],{},[271,1070,1071],{},"Invoice First",[271,1073,1074],{},"Conservative Matching",[271,1076,1077],{},"Expense Review Flow",[271,1079,1080],{},"Daily Banking Review",[261,1082,1083],{},"If a teammate can understand the purpose from the name alone, the rule is doing its job.",[297,1085,1087],{"id":1086},"best-practices-for-beginners","Best Practices For Beginners",[345,1089,1090,1100],{},[348,1091,1092],{},[351,1093,1094,1097],{},[354,1095,1096],{"align":356},"Recommendation",[354,1098,1099],{"align":356},"Why it helps",[362,1101,1102,1110,1118,1126,1134,1142],{},[351,1103,1104,1107],{},[367,1105,1106],{"align":356},"Start with a built-in rule",[367,1108,1109],{"align":356},"Faster and easier than building from scratch",[351,1111,1112,1115],{},[367,1113,1114],{"align":356},"Use the Business Rules section first",[367,1116,1117],{"align":356},"It matches how the product is designed for normal users",[351,1119,1120,1123],{},[367,1121,1122],{"align":356},"Use one default rule",[367,1124,1125],{"align":356},"Keeps your team consistent",[351,1127,1128,1131],{},[367,1129,1130],{"align":356},"Create custom rules only when needed",[367,1132,1133],{"align":356},"Avoids confusion",[351,1135,1136,1139],{},[367,1137,1138],{"align":356},"Use plain names and descriptions",[367,1140,1141],{"align":356},"Makes rule selection easier",[351,1143,1144,1147],{},[367,1145,1146],{"align":356},"Open advanced JSON only for fine-tuning",[367,1148,1149],{"align":356},"Better for power users than first-time setup",[297,1151,1153],{"id":1152},"final-takeaway","Final Takeaway",[261,1155,1156],{},"Transaction Matching Rules are there to help NewLedger rank likely matches in a way that fits your workflow.",[261,1158,1159],{},"For most teams, the simplest approach is best:",[268,1161,1162,1165,1168,1171],{},[271,1163,1164],{},"start with a built-in rule",[271,1166,1167],{},"adjust the business-rule settings",[271,1169,1170],{},"set one clear default",[271,1172,1173],{},"use advanced JSON only when you need deeper control",[261,1175,1176],{},"That usually gives the best result: cleaner matching, less manual review, and more confidence during reconciliation.",[1178,1179,1193],"a",{"href":1180,"className":1181},"/embedded-accounting",[1182,1183,1184,1185,1186,1187,1188,1189,1190,1191,1192],"inline-block","bg-olive-950","!text-white","px-8","py-3","rounded-xl","font-bold","hover:bg-olive-800","transition-all","shadow-lg","mt-6","\n  Explore accounting workflows with NewLedger\n",{"title":1195,"searchDepth":1196,"depth":1196,"links":1197},"",2,[1198,1199,1200,1211,1212,1217,1218,1219,1220],{"id":299,"depth":1196,"text":300},{"id":332,"depth":1196,"text":333},{"id":434,"depth":1196,"text":435,"children":1201},[1202,1204,1205,1206,1207,1208,1209,1210],{"id":439,"depth":1203,"text":369},3,{"id":480,"depth":1203,"text":377},{"id":519,"depth":1203,"text":385},{"id":558,"depth":1203,"text":393},{"id":597,"depth":1203,"text":401},{"id":636,"depth":1203,"text":409},{"id":674,"depth":1203,"text":417},{"id":713,"depth":1203,"text":425},{"id":749,"depth":1196,"text":750},{"id":852,"depth":1196,"text":853,"children":1213},[1214,1215,1216],{"id":877,"depth":1203,"text":906},{"id":887,"depth":1203,"text":950},{"id":897,"depth":1203,"text":988},{"id":1025,"depth":1196,"text":1026},{"id":1059,"depth":1196,"text":1060},{"id":1086,"depth":1196,"text":1087},{"id":1152,"depth":1196,"text":1153},[256],{"src":1223,"alt":1224,"credit":1225},"https://images.pexels.com/photos/6694543/pexels-photo-6694543.jpeg?cs=srgb&dl=pexels-mikhail-nilov-6694543.jpg&fm=jpg","Finance professional reviewing bank transactions and reconciliation details on a laptop","Photo by Mikhail Nilov from Pexels","2026-05-04","md",{},"/blog/2026/05/04-transaction-matching-rules-explained",{"title":1231,"description":1232},"Transaction Matching Rules Explained | NewLedger","Learn what transaction matching rules mean in NewLedger, how each factor works, and how to read the numbers without technical jargon.","transaction-matching-rules-explained","published","blog/2026/05/04-transaction-matching-rules-explained","A simple guide to how NewLedger ranks imported bank transactions and what each matching factor means.",[13,118,215,94],"9uwqTSdlSOcLe5FQELPYfiJW9yJ2uTD9z7gg1cfctZ0",1777959029253]