Bank statements

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 "Reconcile" button to view a list of statement transactions to reconcile against your income and expenses.

Click on the "i" icon on the right to view which income/expense is reconciled against that transaction. 

Click on the "tick" icon to un-reconcile the transaction.

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• 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 ...

• Bank reconciliation

  The bank reconciliation report allows you to view the balances and income/expenses for a given period in a given bank account. Click on the printer icon to print this page.

• Email statements

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• Profit & loss

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