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How to reconcile a bank account
Link a bank account to the ledger and match statement lines to journal lines.
2 min read
Watch the demo
- Open Banking and add your bank account.
- Link the bank account to a ledger account.
- Open the reconciliation screen for that account.
- Match statement lines to journal lines. When a match is unambiguous, use auto-match to confirm it in one click.
- If you matched something by mistake, unmatch it.
Good to know
Reconciliation is done by matching entries you have recorded. Importing a bank statement file and matching one statement line to several journal lines are not available.