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What Is System Balance and How It Works in Sumung

"System Balance" is the balance Sumung calculates from your account's posted transactions, rather than a figure reported by the bank.

Steps

  1. Every transaction that moves to Posted Transactions is added into the System Balance calculation.
  2. Unreconciled lines sitting in Review Transactions are not yet reflected in the System Balance.
  3. If System Balance doesn't match Bank Balance, check Review Transactions for anything still pending.

Related Articles

  • What Is Bank Balance and How It Works in Sumung
  • Why Bank Balance and System Balance Differ in Sumung
  • How to Fix Incorrect Balances in Sumung

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