{"id":3124,"date":"2024-02-09T23:02:19","date_gmt":"2024-02-09T23:02:19","guid":{"rendered":"https:\/\/www.simplywise.com\/blog\/?page_id=3124"},"modified":"2026-09-30T18:51:38","modified_gmt":"2026-09-30T18:51:38","slug":"faq-reconciliation-what-is","status":"publish","type":"page","link":"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/","title":{"rendered":"What is the Bank Reconciliation feature?"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"3124\" class=\"elementor elementor-3124\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-be24947 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"be24947\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-49ade64\" data-id=\"49ade64\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-998996e elementor-widget elementor-widget-video\" data-id=\"998996e\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/youtu.be\\\/5-ABoCsmsO4&quot;,&quot;autoplay&quot;:&quot;yes&quot;,&quot;play_on_mobile&quot;:&quot;yes&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2d0a300 elementor-widget elementor-widget-text-editor\" data-id=\"2d0a300\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The Reconciliation plugin allows you to connect your bank transactions to your SimplyWise account. Once you establish that secure connection, SimplyWise will begin reconciling (or matching) your SimplyWise data to your bank\/credit card transactions, ensuring you never miss an expense!<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-01e5683 elementor-widget elementor-widget-image\" data-id=\"01e5683\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"640\" height=\"1388\" src=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/02\/IMG_6113-768x1665.png\" class=\"attachment-medium_large size-medium_large wp-image-3163\" alt=\"SimplyWise reconciliation\" srcset=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/02\/IMG_6113-768x1665.png 768w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/02\/IMG_6113-138x300.png 138w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/02\/IMG_6113-472x1024.png 472w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/02\/IMG_6113-709x1536.png 709w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/02\/IMG_6113-945x2048.png 945w, https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/02\/IMG_6113.png 1290w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>https:\/\/youtu.be\/5-ABoCsmsO4 The Reconciliation plugin allows you to connect your bank transactions to your SimplyWise account. Once you establish that secure connection, SimplyWise will begin reconciling (or matching) your SimplyWise data to your bank\/credit card transactions, ensuring you never miss an expense!<\/p>\n","protected":false},"author":3,"featured_media":3146,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_yoast_wpseo_focuskw":"connectwise invoice reconciliation","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"What the SimplyWise Bank Reconciliation feature does: connect a bank or credit card account and it matches your transactions to saved receipts.","_yoast_wpseo_canonical":"","inline_featured_image":false,"notes":"","footnotes":""},"categories":[],"tags":[],"class_list":["post-3124","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What is the Bank Reconciliation feature?<\/title>\n<meta name=\"description\" content=\"What the SimplyWise Bank Reconciliation feature does: connect a bank or credit card account and it matches your transactions to saved receipts.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What is the Bank Reconciliation feature?\" \/>\n<meta property=\"og:description\" content=\"What the SimplyWise Bank Reconciliation feature does: connect a bank or credit card account and it matches your transactions to saved receipts.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/\" \/>\n<meta property=\"og:site_name\" content=\"SimplyWise Cost Estimator\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-30T18:51:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-09-at-4.24.06\u202fPM.png\" \/>\n\t<meta property=\"og:image:width\" content=\"543\" \/>\n\t<meta property=\"og:image:height\" content=\"995\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/faq-reconciliation-what-is\\\/\",\"url\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/faq-reconciliation-what-is\\\/\",\"name\":\"What is the Bank Reconciliation feature?\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/faq-reconciliation-what-is\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/faq-reconciliation-what-is\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/wp-content\\\/uploads\\\/2024\\\/02\\\/Screenshot-2024-02-09-at-4.24.06\u202fPM.png\",\"datePublished\":\"2024-02-09T23:02:19+00:00\",\"dateModified\":\"2026-09-30T18:51:38+00:00\",\"description\":\"What the SimplyWise Bank Reconciliation feature does: connect a bank or credit card account and it matches your transactions to saved receipts.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/faq-reconciliation-what-is\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/faq-reconciliation-what-is\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/faq-reconciliation-what-is\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/wp-content\\\/uploads\\\/2024\\\/02\\\/Screenshot-2024-02-09-at-4.24.06\u202fPM.png\",\"contentUrl\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/wp-content\\\/uploads\\\/2024\\\/02\\\/Screenshot-2024-02-09-at-4.24.06\u202fPM.png\",\"width\":543,\"height\":995,\"caption\":\"SimplyWise receipt scanner\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/faq-reconciliation-what-is\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"What is the Bank Reconciliation feature?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/\",\"name\":\"SimplyWise Cost Estimator\",\"description\":\"Blog\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/#organization\",\"name\":\"SimplyWise Cost Estimator\",\"url\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/simplywise-logo-512x512-1.png\",\"contentUrl\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/simplywise-logo-512x512-1.png\",\"width\":512,\"height\":512,\"caption\":\"SimplyWise Cost Estimator\"},\"image\":{\"@id\":\"https:\\\/\\\/www.simplywise.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.crunchbase.com\\\/organization\\\/simplywise\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"What is the Bank Reconciliation feature?","description":"What the SimplyWise Bank Reconciliation feature does: connect a bank or credit card account and it matches your transactions to saved receipts.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/","og_locale":"en_US","og_type":"article","og_title":"What is the Bank Reconciliation feature?","og_description":"What the SimplyWise Bank Reconciliation feature does: connect a bank or credit card account and it matches your transactions to saved receipts.","og_url":"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/","og_site_name":"SimplyWise Cost Estimator","article_modified_time":"2026-09-30T18:51:38+00:00","og_image":[{"width":543,"height":995,"url":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-09-at-4.24.06\u202fPM.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/","url":"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/","name":"What is the Bank Reconciliation feature?","isPartOf":{"@id":"https:\/\/www.simplywise.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/#primaryimage"},"image":{"@id":"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/#primaryimage"},"thumbnailUrl":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-09-at-4.24.06\u202fPM.png","datePublished":"2024-02-09T23:02:19+00:00","dateModified":"2026-09-30T18:51:38+00:00","description":"What the SimplyWise Bank Reconciliation feature does: connect a bank or credit card account and it matches your transactions to saved receipts.","breadcrumb":{"@id":"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/#primaryimage","url":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-09-at-4.24.06\u202fPM.png","contentUrl":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-09-at-4.24.06\u202fPM.png","width":543,"height":995,"caption":"SimplyWise receipt scanner"},{"@type":"BreadcrumbList","@id":"https:\/\/www.simplywise.com\/blog\/faq-reconciliation-what-is\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.simplywise.com\/blog\/"},{"@type":"ListItem","position":2,"name":"What is the Bank Reconciliation feature?"}]},{"@type":"WebSite","@id":"https:\/\/www.simplywise.com\/blog\/#website","url":"https:\/\/www.simplywise.com\/blog\/","name":"SimplyWise Cost Estimator","description":"Blog","publisher":{"@id":"https:\/\/www.simplywise.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.simplywise.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.simplywise.com\/blog\/#organization","name":"SimplyWise Cost Estimator","url":"https:\/\/www.simplywise.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.simplywise.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/08\/simplywise-logo-512x512-1.png","contentUrl":"https:\/\/www.simplywise.com\/blog\/wp-content\/uploads\/2026\/08\/simplywise-logo-512x512-1.png","width":512,"height":512,"caption":"SimplyWise Cost Estimator"},"image":{"@id":"https:\/\/www.simplywise.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.crunchbase.com\/organization\/simplywise"]}]}},"_links":{"self":[{"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/pages\/3124","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/comments?post=3124"}],"version-history":[{"count":13,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/pages\/3124\/revisions"}],"predecessor-version":[{"id":10690,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/pages\/3124\/revisions\/10690"}],"wp:attachment":[{"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/media?parent=3124"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/categories?post=3124"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.simplywise.com\/blog\/wp-json\/wp\/v2\/tags?post=3124"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}