Help Center
Banking
15 step-by-step guides for banking.
Undo a match, a category, or a whole reconciliation
Ticked the wrong line, or need to reopen a month you already locked? Every reconcile step can be undone, and nothing is ever deleted from your ledger when you do.
Delete a statement you imported by mistake
Uploaded the wrong statement, or the same one twice? Delete it and import again. Nothing is posted to your books until you reconcile, so removing a fresh import is safe.
Download a reconciliation report (PDF, Excel, CSV)
Export a full bank register for any account as a PDF, Excel or CSV. It lists every transaction with a running balance and shows which lines are cleared or locked into a reconciliation.