Contra entries: three new ways to show them

These are working demos with made-up data for Shree Ganesh Traders. The party has three statements in the import (HDFC, SBI and ICICI). It also has a Kotak OD account that is only in its Miracle books. Each demo has the same six transfers: two paired by a shared reference, one possible pair, one split transfer, one already in Miracle and one that Miracle books against the wrong ledger. One more transfer is not suggested, so you must pair it yourself. Try each demo with the keyboard and with the mouse.

What is wrong today

  • One transfer is two or three rows of a 10-column table. Only a dashed line joins them.
  • The important facts are in small grey notes under the Ledger column: from which bank to which, why we think so, and what Accept does.
  • Five kinds look the same: reference pairs, possible pairs, splits, “already in Miracle” and “booked wrong in Miracle”.
  • Accept does not show what the export will do in Miracle.
  • To pair by hand, you must know Alt+C and use it in another step.

A · Transfer cards — revised

Each transfer keeps money out on the left and money in on the right. Transfers already recorded correctly in Miracle are hidden and are not exported again. A transfer booked against the wrong ledger stays here because it needs a correction.

Small Yes, transfer and Not a transfer buttons are stacked on the right. They stay centered, with padding around them and a gap between them. They stay compact when a card grows. Bank names appear with their entries, without a repeated label above them. A decided card shrinks to one line with Undo. Double-click compares statement entries. Alt+click opens the actual source PDFs. Both views show a pair side by side, or one on the left and two stacked on the right for a split. Lines connect the matched entries, or their highlighted locations in the PDF pages.

↑ ↓
Move between cards
Enter / Y
Yes, it is a transfer
N / Delete
Not a transfer
U
Undo the card's decision
Alt+Enter
Compare entries · also double-click
Alt+O
Compare the original PDFs · also Alt+click
Shree Ganesh Traders

How they compare

A · Transfer cardsB · One at a timeC · Match board
Best forA normal import: a few transfers of mixed kindsMany transfers; fast checking with full attention on eachPairing by hand and split transfers
See everything at onceYesNo, only in the summary at the endYes, but it gets busy with 30+ entries
Context to decideBoth entries, without the extra footerMost: statement rows around each entryEntry and clues in the bar
Pair by handSmall finder below the cardsNot in the flow (needs A's finder or C)Built in: pick, see what fits, pair
Keys per transfer1 (Enter or N)1 (Y or N)1 for a suggestion; 3 or 4 by hand
Work to buildMedium: replaces the table in contra-review.tsxMedium: new flow, plus the summaryLarge: two lists, lines and multi-pick

My recommendation

A for the Contra step, with C's “pick, see what fits, pair” as the way to pair by hand. The revised A keeps both sides of each transfer, removes the clue chips and export preview, and stacks compact decision buttons on the right, with padding and space between them. C's picking replaces the Alt+C dialog when you press “Missing a transfer?” or Alt+C. B is good, but it hides the full list. Use it only if imports often have more than about 15 transfers to check.