Converting
Using the review table
Edit transactions, add or delete rows, flip signs and update statement details.
- Click any cell to edit it. Amounts: negative = money out, positive = money in.
- Use ± to flip a transaction's sign, Delete to remove a row and Add row to insert a missing transaction.
- Edit statement details (bank, account type, period, opening/closing balance) in the panel above the table.
- Click Save changes — the reconciliation re-runs and all exports use your edited data.