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Updating Manual Account Balances
Updating Manual Account Balances

Manual accounts can be updated with new values in a few different ways

David Taylor avatar
Written by David Taylor
Updated over a week ago

Updating Manual Account Balances

  1. Navigate to the Balances page in the sidebar

  2. Use the dropdown to group by bank

  3. Scroll down to the institution that contains the account(s) that you'd like to update

  4. Click the 3 circles icon on the far right, then select "Update Balances"

  5. Select the applicable Date Range and Balance Type (options include Opening Available, Closing Available, Opening Ledger, Closing Ledger, and Current Available)

  6. Type or copy and paste the desired values

  7. Once done, click the blue "Done" button in the top right corner

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