Balancing your Accounts
Keeping your accounts in balance with your Bank can sometimes be difficult when entering your Transactions manually. The flexibility of entering your transactions before your bank knows about them allows you to plan for your budget and upcoming expenses. If you find yourself too far behind what your bank states you should have as a total balance, don’t worry we have a solution to get you caught back up. On the My Transactions page at the bottom of each Account is a “Balance Account” link. This allows you to enter what the balance should be according to your bank. If you have future transactions that your bank doesn’t know about yet, leave those as unreconciled and clear all others. If you just want the remaining balance to be identical to the bank, check the Clear all transactions checkbox. This will create a Balance Account transaction by subtracting what your current balance is from the balance it should be.