Reconcile Your Bank
In Minutes, Not Hours
JobbTrakr's bank reconciliation tool imports your bank statement CSV and automatically matches transactions to your invoices and expenses - so you always know your books are accurate without manual cross-checking every line.
Start Free Trial →Three Steps to a Reconciled Account
Import your statement
Download a CSV from your bank and upload it. The import wizard maps date, description, and amount columns automatically.
Review suggested matches
JobbTrakr suggests which invoice or expense each transaction matches. Confirm, adjust, or create a new expense on the spot.
Done - books balanced
Matched transactions are marked reconciled. Unmatched ones stay flagged so nothing slips through.
Everything in Reconciliation
- CSV bank statement import
Works with statements from any bank - no live feed integration required.
- Flexible column mapping
Handles signed amounts, split debit/credit columns, or indicator columns depending on your bank's export format.
- Automatic transaction matching
Matches imported transactions against existing invoices and expenses by amount and date.
- Create expenses on the fly
Spot a transaction with no matching record? Create the expense right from the matching screen.
Reconciliation FAQ
What is bank reconciliation in JobbTrakr?
Bank reconciliation is the process of matching your bank statement transactions against your invoices, expenses, and payments in JobbTrakr, so your books stay accurate without manual cross-checking.
Do I need to connect my bank account?
No live bank feed is required. Import your bank statement as a CSV file and JobbTrakr's import wizard maps the columns and matches transactions automatically.
Can JobbTrakr auto-match transactions?
Yes. The reconciliation tool suggests matches between imported bank transactions and existing invoices or expenses, so you're confirming matches rather than searching for them manually.