Matching

Digits allows separate sources to coexist, and it is common your ledger will receive the same transaction from multiple different sources.

What does "the same" mean? Transactions are the same when they represent the same economic event.

For example, if Stripe deposits a payout into your Bank, we'll see the deposit from the Stripe integration and from your bank. Because these are the same economic event, booking them into the Ledger twice would result in duplication.

Instead, the Digits Ledger merges the most useful properties from both transactions into a single entry. We also make it clear that this has happened. The underlying source's data isn't mutated in this process.

Identifying the same economic event can be tricky. Digits uses sophisticated matching logic that considers multiple factors, including:

• Strict amount equivalence - We won't match transactions with different amounts
• Date similarity - Transactions must occur within a reasonable timeframe
• Description similarity - We analyze transaction descriptions for matches
• Party similarity - The parties involved are compared across sources

Our matching system is designed to be highly accurate while minimizing false positives. When transactions are matched, you'll see a unified view in your ledger that combines the most complete information from all sources.

Finally, we allow users to manually match or un-match transactions in our UI to ensure full correctness and handle any edge cases.