My bank balance doesn't match AkountFly
Identify if it's a matching issue or a missing transaction.
Go to Transactions in the sidebar to access the AI Bank Transactions Center. Review your transactions under the Review Needed tab to identify any unmatched items. Common issues include new bank fees, untagged transfers, or uncleared cheques. Use the Match Transactions tool in More Tools to reconcile discrepancies effectively. If a special item is detected, you'll be prompted to match it or track it as a new item.
Step-by-step
- 1Access Transactions
Go to Transactions in the sidebar to open the AI Bank Transactions Center.
- 2Review Unmatched Items
Check the Review Needed tab for any transactions that require attention.
- 3Use Match Transactions
Navigate to More Tools and select Match Transactions to reconcile any discrepancies.
Special items will prompt a dialog to match or track as new.
