I have just uploaded a broker CSV file and few of the transactions are not auto-matching.
I have just uploaded buys and sell from the Contract Notes feed and few of the transactions are not auto-matching.
For investment matching, Simple Fund 360 checks whether the bank transaction date and investment's settlement date is the same. If there is a difference the transaction will not match.
Simple Fund 360 does have a tolerance of 1 day. Therefore the date has to be the same or different by 1 day for the transaction to automatically match.
Users can match the transactions themselves using the Search function in Smart Matching.