Reconciling transaction details with non-synched accounts via GenAI

Good question. It depends a bit by what you mean by “reconcile”. If you’re talking about trying to reconcile the imported Amazon line-item charge and the credit card charge to a single line item, that is complicated? When I’ve implemented this, I’ve found a shortcut useful that you can see here:

The idea is to import the line items and then create an offset that should approximately net out the bulk credit card charge. It’s a less clean (essentially requiring three transactions— a negative and positive of the bulk charge and then the line item) but it is vastly simpler and less fussy than the matching approach.

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