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When Balances Get Updated in Sumung

Bank Balance and System Balance update on different triggers, which is why they can briefly show different numbers. Bank Balance updates when a Plaid sync…

Steps

  1. Bank Balance updates when a Plaid sync runs, or when you manually edit it via Edit Account Details.
  2. System Balance updates every time a transaction is confirmed and moved to Posted Transactions.
  3. Importing a statement or adding a manual transaction also triggers a recalculation.
  4. If a balance looks stale, check whether the account is Plaid-connected (syncs periodically) or manual (only updates on import).

Related Articles

  • Does Sumung Update in Real Time?
  • How Bank Data Sync Works in Sumung
  • Why Bank Balance and System Balance Differ in Sumung

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