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Matching links a charge on Transactions to its invoice or receipt. When they align, the charge is reconciled. When they do not, it stays open until ClearSpend finds a match or you link proof yourself. Evidence statuses (Missing, Requested, Invoice) are on Understanding transaction rows. This page covers the Reconciled column and the Match invoice dialog.

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Reconciliation status

The Reconciled column shows how closely the charge and document align.
Transactions page showing reconcile status badges and match scores

The Reconciled column on Transactions: Exact, Close, Manual, and Unreconciled badges with match scores.

Exact is the usual target. Close is still reconciled, but amount or date may differ slightly. Filter with Filters → Reconcile. See Filters & export.

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Automatic matching

When an invoice or receipt arrives from Gmail, Google Drive, Slack, WhatsApp, upload, or a public link, the file lands in Files & Documents. ClearSpend then looks for a charge that fits Exact or Close.
  • Match found: the charge on Transactions shows Evidence: Invoice and a Reconciled status.
  • No match yet: the file stays in Files & Documents. The charge stays Unreconciled with Missing until you link it, a later document matches, or someone uploads through an invoice request.
A WhatsApp file is proof only. It does not create a new charge. See WhatsApp.

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Match invoice dialog

Link proof to one charge from Missing in Evidence or ⋮ → Upload invoice. The dialog shows that charge’s vendor, date, and amount. Any file you link applies to that charge only.
ClearSpend suggests files from Files & Documents within 5% on amount and 3 days on date. Pick one and click Match selected. If none qualify, upload a file or use Request Invoice in the footer.

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After a match

  • Evidence shows Invoice. Click to open the file.
  • Reconciled shows Exact, Close, or Manual.
  • An open Requested status clears when the match is complete.
Expand the row to view line items from the linked invoice.

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Remove a wrong match

Open ⋮ → Unlink invoice and confirm.
  • The charge returns to Unreconciled.
  • Evidence goes back to Missing, or Requested if a request is still open.
  • The document stays in Files & Documents. Only the link is removed.
Use Match invoice again to attach the correct file.