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Income

Understand bank import reconciliation

Learn why imported transactions can remain unmatched, excluded or pending review.

Guide

Provider fact versus income classification

This article explains how Vaultec works. It does not provide personalized tax advice or determine your tax liability.

A provider transaction proves that the provider reported an account movement. It does not by itself prove the tax or income classification Vaultec should use.

Matching workflow

Review proposed matches and only confirm the economic event that the evidence supports. Duplicate or own-transfer candidates should not be counted as new income.

Open connected accounts