At least one bank account must be added before you can start reconciling your bank statements. The opening balance field must be the actual opening balance of the bank account for the month that you start using the accounting features. You only need ...
To use the reconciliation functions, you need to add or import your bank statements. Once you have added a statement, click on the "Add Transaction" button or the "Import Transactions" button to add your statement transactions. Click on the ...
Reconciling your bank statements
Once you have added a bank statement and imported the transactions, click on the "Reconcile" button at the top right to see the reconciliation page. You will see your balances at the top, then two columns. The left column contains your statement ...
Profit & loss
When you have reconciled one or more bank statement transactions, you will see these figures on your P&L page. Click on the figures to view all items relating to that month. Click on the categories to see all items in that category.
Use this page to export your finance details. You can export the following information: Credit notes Expenses Income Invoices Purchase invoices