Bank rules and matching
Importing a statement, and teaching Elvira how to treat a payee.
Import a statement and Elvira looks for what each line already matches in your books. What it recognises is proposed rather than posted: you confirm.
Rules
A rule says: a line whose description contains this belongs to that account, and optionally that payee. Rules can apply to money in, money out, or both, and are managed from Banking → Manage transaction rules.
What it remembers
Even without a rule, Elvira looks at how you treated the same payee last time and suggests it.
Reconciling
A finished reconciliation locks what it covers: the amount, the date and the bank account of every transaction in it. Everything else about them stays editable. To change a locked figure, undo or reopen the reconciliation first.
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Open Banking → Banking overview. Each account shows what has been matched, what is waiting, and what has been reconciled.
The overview. Rules are managed from here, and the counts tell you what still needs a person.