Skip to main content

How to Fix Incorrect Balances in Sumung

Balance issues are usually caused by an incorrect Opening Balance, a missing or duplicate transaction, or statement lines that haven't been reconciled yet.

Steps

  1. Check the Opening Balance and date via "Edit Account Details."
  2. Review Posted Transactions for anything missing, duplicated, or wrong, and correct it.
  3. Work through Review Transactions until the account is "All caught up."
  4. Compare the resulting System Balance against your bank's Account Balance.

Related Articles

  • How to Adjust Incorrect Balances in Sumung
  • Why Bank Balance and System Balance Differ in Sumung
  • How to Fix Duplicate Transactions in Sumung

Was this article helpful?

Your feedback helps us improve our documentation.