Import statements and reconcile
ProMatch your records against your bank statement and find what disagrees.
Why reconcile
Reconciling checks what you have recorded against what your bank actually shows. It is how you catch a payment you were never told about, a duplicate, or an expense that never got entered.
Importing a statement
Import your statement into the banking workspace, then work through the entries matching them to records you already have and creating the ones you don't.
Direct bank connections
Connecting a bank account directly depends on your bank and your country. Where a connection isn't available, statement import covers the same ground with an extra step.
Ready to try it?
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