Topics
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- Register as a User
- Reset your Password
- Create a Bank Account / Asset
- Share an Account with a Friend
- Reconcile an Account
- Adjust the Balance of an Account
- Attach an Invioce for a Transaction
- See more information for a Transaction
- Set up an Investment
- Add a Category / Beneficiary / Investment / Payee
- Add a Subcategory
Adjust Balance of a Cash Account
Cash accounts (eg money in your wallet) won’t have a statement to reconcile against, but they’re often the hardest to keep accurate. In this case, use Adjust Balance to ensure your records match your existing cash.
Enter the date and balance you want to make the adjustment for, and click Save Adjustment.
A transaction will be created with the adjustment required and assigned to the ‘Unknown’ category. You can change this if you prefer.
