Reconcile transactions

Reconciling (afletteren) means matching each bank transaction to the receipt or invoice it belongs to, so your administration is complete before you file your BTW.

Match a bank line to a receipt

1. Go to Boekingen and open the reconciliation view.
2. On the left you see unmatched bank lines; on the right, transactions from receipts and invoices that aren’t matched yet.
3. boeq highlights likely matches (within ±2 days and the exact amount).
4. On a Mac, drag a bank line onto its match. On iPhone, tap the bank line, then tap the matching receipt to pair them.

A matched transaction shows Afgeletterd.

Mark a single transaction

Open any transaction and use Markeer als afgeletterd (or Markeer als niet afgeletterd to undo). Transactions still to do show Nog niet afgeletterd.

Work faster

• Use bulk mode to select several lines and reconcile them at once.
• If your bank split one payment into the wrong number of lines, you can merge transactions together.

➡️ Next: Add a transaction