With our reconciliation tool, you can match multiple payments with one statement record. For this, please go to the Reconciliation page from the Financials section of the left-side menu, and select the bank account you want to reconcile:
Then select the needed bank statement record and click "Match":
Here you can review the suggested payments from your account. You can also adjust the date and amount ranges if needed.
Check the multiple boxes next to the needed payments, and match them with the transaction.
Note! The difference between the bank statement transaction and the selected records in the system must be $0.00.
If you need to add multiple income and expense payments from a single bank transaction, click on "Create payment" to insert a new payment record.
Note! None of your financial or online banking information is stored. Connecting to your bank account is done securely through our third-party provider Stripe.