Add a bank file and a ledger file. They stay in this tab.
Bank Match
Load bank and ledger CSVs, map the date and amount columns, and match lines one to one by exact amount within a date window, closest date first. See what is unmatched on both sides, with optional sum-of-two suggestions for review. Export CSV.
Good to know
- Only exact amounts match. Two lines with the same amount and date can pair the wrong way round, so review the matches.
- Sum-of-two suggestions are marked for review and are never counted as matched.
- Amounts are handled in whole cents, and both (1,234.56) and -1,234.56 are understood.
Your files stay on your machine
This tool runs entirely inside your browser tab. Nothing is uploaded, stored, or sent to a server — close the tab and every trace is gone.
These are the free ones — see the full suiteHow big a file can it take?
There is no upload, so there is no upload limit — but the work happens in this tab, which means your browser’s memory is the budget. Nothing here will refuse a file for being large; a big enough one simply gets slow and, eventually, reloads the tab. The figures below are rules of thumb on a desktop browser, not enforced caps. On a phone or tablet, expect a good deal less.
- Each file is read to at most 50,000 rows, and the tool says when rows were left out.
- Sum-of-two suggestions compare pairs of lines, so leave them off for large unmatched lists.
Password-protected PDFs are declined whatever their size — unlock the file first. If a run does die on a long document, splitting it into volumes and working through them one at a time is the reliable way round it.