Home 3-way Reconciliation How do I see which transactions comprise the 'Fully matched' count for example '21 Side A ... with 16 Side B'?

How do I see which transactions comprise the 'Fully matched' count for example '21 Side A ... with 16 Side B'?

Last updated on Aug 31, 2026

Short Answer: Open the 'Fully matched' tab or scroll to the 'Fully matched – Side A - Your Records vs Side B - External records' section to view the detailed list of the 21 vs 16 matched transactions.

PreRequisites

  1. Open the '3 way + validation' report page.

Steps

  1. On the report page, click the 'Fully matched' tab under the summary cards left-most tab.
    The 'Fully matched' section is active and the header appears.

  2. Read the section header which states the counts for example: '21 Side A - Your Records transactions fully matched with 16 Side B - External records transactions'.
    You see the exact counts and the detailed table below.

  3. Scroll the table and click any row to open 'Matched transaction details' for that match.
    You can inspect each matched pair individually.

Troubleshooting

  1. Counts in the card differ from counts in the section header.
    LikelyCause: UI did not refresh after data changes or filters are applied.
    Action: Refresh the report, clear any active filters, and re-check the card and section.

Note: The section header explicitly lists the matched transaction counts for both sides — use it to verify counts before drilling into rows.