What do the 'Fully matched', 'Partially matched', 'Unmatched' and 'Skipped' cards mean?

Short Answer: 'Fully matched' are records whose amounts and identifiers matched; 'Partially matched' have partial sums or missing lines; 'Unmatched' have no matches; 'Skipped' were excluded by 'Records to include' rules.

PreRequisites

1. A completed reconciliation run

Steps

1. Open the reconciliation result page to view the summary cards.
   Cards show totals and counts for each status.

2. Click any card or its corresponding tab e.g., 'Fully matched' to view the detailed list of rows in that category.
   The tab switches to show rows belonging to that status.

3. Expand a row for example 'Multiple transactions (1)' to inspect why a row is fully or partially matched.
   Matched transaction modal shows match basis and constituent rows.

4. Use the Amount and Difference columns in the list to understand numeric discrepancies.
   You can identify rows with non-zero differences for follow-up.

Troubleshooting

1. Card totals don't add up as expected.
   LikelyCause: Some records are Skipped or filters exclude rows, or mapping is incorrect.
   Action: Open 'View format' for each dataset, check mappings and 'Records to include' filters, then re-run reconciliation.