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Reconcile Balance

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Balance Reconciliation
About Reconciliation

Reconciliation ensures your app balance matches your actual bank balance. This process will create an adjustment transaction to account for any differences.

Common reasons for differences include:

  • Transactions that haven't been imported or entered
  • Pending transactions that haven't cleared your bank
  • Interest or fees that were applied automatically
  • Starting balance discrepancies
$
This is the total of all income minus all expenses ever recorded in the app (not just the current month)
$
Enter the current balance from your bank account
Adjustment Preview

Enter your actual bank balance to see the adjustment that will be made.

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