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How to Track Changes in Bank Data in Sumung

To see how a transaction or account has changed over time, review its edit history and the Statements/Posted Transactions records together.

Steps

  1. Open a transaction and check for any history/activity indicator showing prior edits.
  2. Compare the Statements tab against Posted Transactions to see what was imported versus what's now recorded.
  3. Use the Reconciliation Report to see a snapshot of how an account's reconciliation status has progressed.

Related Articles

  • How to View Account Activity History in Sumung
  • How to Ensure Data Safety in Bank Records in Sumung
  • How Data Accuracy Is Ensured in Sumung

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