Matching a receipt to your statement
Check one receipt against your account and know it is right.
You do not need to review every line. Pick one receipt and check it.
Compare three things: the date, the amount, and the store. If all three match, you are done. Put the receipt away.
Store names often look wrong on a statement. A cafe might show as its parent company or a billing city. That alone is not a problem. A wrong amount is.
Key points
- Check date, amount, and store. Just those three.
- Odd or shortened store names are normal.
- A matching amount usually settles the question.
- A wrong amount is worth calling your bank.
- One receipt at a time is enough.
What to remember
- Three comparisons and the receipt can go in the trash.
- An unfamiliar business name with a matching amount is usually fine.
- A wrong amount is worth a phone call the same week.
Try this
Find one receipt in your wallet today, open your bank app, and compare the date, the amount, and the store name.
Practice: Matching a receipt to your statement. Your first lesson is free, with no account or card; the rest are part of a Lantern plan. Interactive lessons require JavaScript.