Matching Receipts to Transactions
How Satsuma automatically links receipts to bank transactions.
Matching receipts to transactions
After a receipt is parsed, Satsuma runs the matching engine to find the corresponding bank transaction. This happens automatically whenever a new receipt or new transaction arrives.
How matching works
Satsuma scores candidate pairs on:
- Amount — amounts must be within 5 cents of each other (hard requirement — a pair that fails this is never matched)
- Merchant name — fuzzy similarity of at least 70% (also a hard requirement)
- Date — how many days apart they are (a generous window of ±10 days is searched, with full credit up to ±3 days)
- Card last four — if both the receipt and the transaction have a card number, an exact match adds significant confidence
A pair needs a combined confidence of 70 or higher to be auto-matched (shown as a pending match in the Review queue). Below that threshold, the pair may still appear as a suggestion.
Match statuses
| Status | Meaning |
|---|---|
| Unmatched | No receipt linked |
| Pending | A match was suggested; awaiting your confirmation |
| Matched | Confirmed receipt link |
Confirming and rejecting matches
In the Review queue, each pending match shows the suggested receipt alongside the transaction. You can:
- Confirm Receipt & Approve — accept the match and move to the next card (one click)
- Confirm — accept the match but stay on the card
- Find Another — reject this suggestion and search for a different receipt manually
- Reject — dismiss this pairing entirely. Satsuma remembers it was wrong and won't suggest it again
Manual matching
From any transaction detail page, click Link Receipt to search for and attach a receipt manually. From any receipt detail page, click Link Transaction to do the reverse.