{"id":2659,"date":"2026-10-15T13:19:16","date_gmt":"2026-10-15T11:19:16","guid":{"rendered":"https:\/\/simplygest.es\/blogtecnico\/?p=2659"},"modified":"2026-10-15T13:19:19","modified_gmt":"2026-10-15T11:19:19","slug":"asi-funciona-la-conciliacion-bancaria-automatica-en-simplygest","status":"publish","type":"post","link":"https:\/\/simplygest.es\/blogtecnico\/asi-funciona-la-conciliacion-bancaria-automatica-en-simplygest\/","title":{"rendered":"As\u00ed funciona la Conciliaci\u00f3n Bancaria autom\u00e1tica en SimplyGest"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Gracias a la opci\u00f3n \u00ab<strong>Mis Bancos<\/strong>\u00ab, SimplyGest permite <strong>consultar tus cuentas bancarias desde el programa<\/strong>, sin necesidad de hacerlo en la web de tu banco. Puedes ver los movimientos bancarios de los \u00faltimos 30 d\u00edas, sin esperas, y adem\u00e1s, <strong>registrar gastos<\/strong> a partir de los mismos de forma r\u00e1pida<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"663\" src=\"https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-27-1024x663.png\" alt=\"\" class=\"wp-image-2660\" srcset=\"https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-27-1024x663.png 1024w, https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-27-300x194.png 300w, https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-27-768x497.png 768w, https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-27.png 1098w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Conciliaci\u00f3n Bancaria<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Pero adem\u00e1s de poder ver los movimientos bancarios, podr\u00e1s crear <strong>Reglas de Conciliaci\u00f3n<\/strong> personalizadas para poder conciliar los movimientos bancarios:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"860\" height=\"620\" src=\"https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-28.png\" alt=\"\" class=\"wp-image-2661\" srcset=\"https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-28.png 860w, https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-28-300x216.png 300w, https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-28-767x553.png 767w\" sizes=\"auto, (max-width: 860px) 100vw, 860px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Si queremos que <strong>determinados gastos se creen autom\u00e1ticamente cuando recibamos el cargo o el abono en nuestra cuenta bancaria<\/strong>, debemos crear una serie de <strong>reglas y condiciones<\/strong>. SimplyGest se encargar\u00e1 de ver si \u00e9stas se cumplen, comparando las transacciones de tus bancos y Paypal con las reglas que hayas creado. Si se cumple alguna, <strong>podr\u00e1s crear autom\u00e1ticamente el gasto<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Las reglas se basan en \u00abcondiciones\u00bb sencillas: si <strong>el concepto de la transacci\u00f3n<\/strong> bancaria coincide, contiene, etc. con un texto que elijas, <strong>y\/o el importe de la misma<\/strong> es igual, distinto, mayor o menor que el importe que indiques, entonces se cumplir\u00e1 la regla.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lo veremos mejor con este ejemplo: una regla para crear autom\u00e1ticamente las comisiones que nos cobra la pasarela de pago del TPV. En este caso, nuestra regla est\u00e1 formada por dos condiciones:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>que el texto\/concepto de la transacci\u00f3n contenga \u00ab<em>Global Payments<\/em>\u00ab<\/li>\n\n\n\n<li>que el importe de la transacci\u00f3n sea menor que cero (es decir, que sea un cargo)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"775\" height=\"224\" src=\"https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-30.png\" alt=\"\" class=\"wp-image-2663\" srcset=\"https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-30.png 775w, https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-30-300x87.png 300w, https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-30-765x221.png 765w\" sizes=\"auto, (max-width: 775px) 100vw, 775px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Cuando tengamos nuestras reglas creadas, podremos pulsar en \u00ab<strong>Revisar conciliaci\u00f3n<\/strong>\u00bb para comprobar si alg\u00fan movimiento bancario cumple alguna de las reglas:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"794\" height=\"616\" src=\"https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-31.png\" alt=\"\" class=\"wp-image-2664\" srcset=\"https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-31.png 794w, https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-31-300x233.png 300w, https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-31-767x595.png 767w\" sizes=\"auto, (max-width: 794px) 100vw, 794px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Se ir\u00e1n mostrando las coincidencias encontradas una a una, y podr\u00e1s conciliar cada movimiento o descartarlo. Las compras se crear\u00e1n autom\u00e1ticamente y podr\u00e1s consultarlas desde el Historial como cualquier otra compra\/gasto:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"867\" height=\"88\" src=\"https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-32.png\" alt=\"\" class=\"wp-image-2665\" srcset=\"https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-32.png 867w, https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-32-759x77.png 759w, https:\/\/simplygest.es\/blogtecnico\/wp-content\/uploads\/2026\/10\/image-32-300x30.png 300w\" sizes=\"auto, (max-width: 867px) 100vw, 867px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Gracias a la opci\u00f3n \u00abMis Bancos\u00ab, SimplyGest permite consultar tus cuentas bancarias desde el programa, sin necesidad de hacerlo en la web de tu banco. Puedes ver los movimientos bancarios de los \u00faltimos 30 d\u00edas, sin esperas, y adem\u00e1s, registrar gastos a partir de los mismos de forma r\u00e1pida Conciliaci\u00f3n Bancaria Pero adem\u00e1s de poder [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[46,54,51,42],"tags":[],"class_list":["post-2659","post","type-post","status-publish","format-standard","hentry","category-addons-de-simplygest","category-avanzado","category-clientes-y-proveedores","category-documentos-e-historial-de-movimientos-albaranes-presupuestos-facturas-compras-etc"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>As\u00ed funciona la Conciliaci\u00f3n Bancaria autom\u00e1tica en SimplyGest | SimplyGest Academy<\/title>\r\n<meta name=\"description\" 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