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Tools › Transactions › Match a statement to an account

Match a statement to an account

match_statement_accountReads
What it does
Reads only. Changes nothing.
Permission
Transactions, read transactions:read

What your assistant is told

Call this FIRST when the user gives you a bank statement: pass the IBAN printed on it. If an account has that IBAN, it is returned in account — import into it. If NONE does, do not import yet and do not guess: accountsWithoutIban are the user's accounts that have no IBAN (the statement may be one of them) and suggestedAliases are names on offer for a new account, the IBAN's last 4 digits first. Ask the user which it is. If it's an existing account, update_account with this iban; if it's new, create_account with this iban and the alias they choose (or omit alias to use the last 4 digits). Then import with log_transactions_batch. Read-only.

Parameters

  • ibantext, requiredThe IBAN on the statement, with or without spaces.