Amazon Integration

Guide 43: Amazon Integration

Match Amazon orders to bank transactions

Overview

Amazon charges appear on your bank statement as generic amounts, making them hard to categorize. OtterLedger can match these charges to your actual Amazon order details.

Exporting Amazon Data

Get Your Order History

Go to Amazon.com → Account → Order History
Click Download order reports
Request report for desired date range
Download when ready (may take a few minutes)

Data Included

Order date
Item descriptions
Prices
Categories (when available)
Shipping charges

Importing to OtterLedger

Import Steps

Go to Tools → Amazon Matching
Click Import Amazon Data
Select downloaded CSV file
Review import preview
Click Import

Matching Process

Automatic Matching

OtterLedger matches Amazon orders to bank transactions by:

Amount (exact or within threshold)
Date (within 3-5 days of order)
Payment method

Manual Matching

For unmatched items:

View suggested matches
Click to confirm correct match
Or search for transaction manually

Categorization

After Matching

Each order item gets its own category:

Electronics → Electronics
Books → Books & Media
Groceries → Groceries
Business supplies → Office Supplies

Split Transactions

Multi-item orders create splits:

$50 total order becomes:
- $30 - Electronics
- $15 - Books
- $5 - Shipping

Tips

Export Amazon data monthly
Match before reconciling
Review tax-deductible items
Separate personal and business purchases

Limitations

Only works with direct Amazon purchases
Marketplace seller data may be limited
Gift cards appear separately
Returns need manual handling