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How to Adjust Incorrect Balances in Sumung

If an account's balance looks wrong, the fix depends on whether the issue is the Opening Balance, a missing/duplicate transaction, or an unreconciled statement…

Steps

  1. Open the account's "Manage" dropdown and click "Edit Account Details" to check the Opening Balance and date.
  2. Review Posted Transactions for anything missing, duplicated, or recorded with the wrong amount, and edit or delete as needed.
  3. Check Review Transactions for unresolved lines that haven't been reconciled yet, since these can make Bank Balance and System Balance disagree.
  4. If the bank-side balance itself looks wrong, re-import the latest statement to refresh it.

Related Articles

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

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