ERPNext Bank Reconciliation Tool

The built-in bank reconciliation tool that ships with ERPNext. Lives at the Bank Reconciliation Tool entry in the awesomebar.

Both Mint and Advanced Bank Reconciliation effectively replace or extend it — but it's still there, still works, and is the right choice in some scenarios.

When to use it

• Low volume. Up to ~30 Bank Transactions per period is fine to click through manually here.
• You don't want to install another app. Mint / ABR are separate apps; the built-in tool ships with ERPNext.
• First-pass before installing Mint / ABR. It's worth getting comfortable with the standard flow first so you understand what the alternatives change.

How it works

1. Open Bank Reconciliation Tool → pick Company + Bank Account + date range.
2. The tool lists unreconciled Bank Transactions on the left.
3. Click a transaction → ERPNext suggests matches from Payment Entries / Journal Entries / unpaid invoices, sorted by best guess.
4. Click a match → it's reconciled.
5. No auto-reconciliation, no rules engine — every match is a human click.

Limitations

• One transaction at a time. No bulk operations.
• No fuzzy search. You scroll through candidates or use the basic filters.
• No statement import optimisation. Goes through ERPNext's standard Bank Statement Import; Mint's import is more forgiving.

Prilk support

Built into ERPNext, supported as standard. For real-world Dutch SMB workflows we typically recommend installing either Mint or ABR (or both) — see Reconciliation for the comparison.

Upstream ERPNext Bank Recon docs.