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How Often to Reconcile Accounts in Sumung

Sumung doesn't enforce a reconciliation schedule - how often you reconcile is up to you, but reviewing regularly keeps the Review Transactions list small and…

Steps

  1. Check the Review Transactions tab's status counters (Needs Attention/Suggested/Escalated) periodically.
  2. For Plaid-connected accounts that sync frequently, a weekly review keeps the queue from building up.
  3. For manually uploaded accounts, reconcile each time after you import a new statement.
  4. Use "Reconciliation Report" from the Manage dropdown to confirm everything is caught up before closing your books for a period.

Related Articles

  • How Bank Reconciliation Works in Sumung
  • How to Reconcile Transactions in Bulk in Sumung
  • How Data Accuracy Is Ensured in Sumung

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