Last Updated:
Aug 10, 2024

What is “Reconciling?"

Last Updated:
Aug 10, 2024

What is “Reconciling?"

Reconciling means clearing or "posting" transactions.


Transaction Types

  • Income

  • Inflow

  • Expenses

  • Buys/Sells

  • Transfers

  • Payments


How To Reconcile

  1. Ensure you're in the "Not Reconciled" view of the transactions database on any page that has access to it.

  2. Tap on the checkmark on the left-hand side:



Once a transaction is reconciled, you can move it back to pending by going to any of the other transaction views and tapping on the blue checkmark.