Home Bank Reconciliation How do I add a filter to the fully matched list?

How do I add a filter to the fully matched list?

Last updated on Sep 08, 2026

Short Answer: Click the '+ Add filter' button above the matched table, choose filter criteria, and apply it to narrow the list.

PreRequisites

  1. A reconciliation report is open and the 'Fully matched' tab is selected.

Steps

  1. On the 'Fully matched' tab locate and click the '+ Add filter' button above the table.
    Filter controls open.

  2. Select the field and criteria you want to filter by e.g., Date, Reference, Amount and apply the filter.
    The table refreshes to show only matching rows.

  3. Adjust or remove filters to widen the results.
    Table updates accordingly.

  4. To clear all filters, remove each applied filter or use any clear controls provided.
    Full list is restored.

Troubleshooting

  1. '+ Add filter' does not open anything.
    LikelyCause: Page may not be fully loaded or UI control is offscreen.
    Action: Refresh the page and ensure you are on the 'Fully matched' tab; try maximizing the window.

Note: Available filter fields may vary.