Matching your account's opening balance to your bank

If the account you're importing into is completely fresh — no balance, no transactions yet — you'll be offered the chance to set its opening or closing balance so it lines up exactly with your bank statement, either b…

1 minProUpdated Sep 2026

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If the account you're importing into is completely fresh — no balance, no transactions yet — you'll be offered the chance to set its opening or closing balance so it lines up exactly with your bank statement, either by typing the number in or by pointing to a running-balance column already in your file. Just know this option only ever shows up the very first time you import into a given account.

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