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All skills
Productivity

Reconcile two records

Match a bank export against a ledger and explain every difference.

Fill it in

Bank export and internal ledger.

Which month.

Treat sub-cent differences as matched.

Your prompt

Reconcile the records in  for [your period].

Match on amount and date first, then on description similarity, and report each
category separately: matched, matched with a difference, in one but not the
other. A reconciliation that presents one number of "unmatched" is unusable,
because the fixes are different for each kind.

Treat sub-cent differences as matched, and say how many you absorbed that way.
For every unmatched item, give the likely explanation: timing, a fee taken at the
bank end, a duplicate, or a genuine miss. Timing differences are most of them and
are not errors.

End with the arithmetic: opening, plus matched, plus adjustments, equals closing.
If it does not tie, say so plainly rather than presenting a balanced-looking
summary.
Continue and pick your folderOpens with everything above already filled in.

Why this works

A reconciliation that reports one number of "unmatched" is unusable, because the fix differs per kind. This separates matched, matched-with-a-difference, and missing on each side, and gives the likely explanation for each, most of which turn out to be timing.

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