Reconcile Accounts Like a Pro
Simplified Bank Transaction Matching
See suggested matches for your transactions, saving you time and reducing errors. With just a few clicks, you can reconcile your bank data with the transactions in Balnzed.
Quick and Efficient Process
Go to the Banking section, select Reconciliations from the drop-down, and match your bank transactions in no time. Everything is streamlined for maximum efficiency
Automatic Suggestions and Smart Matching
Balnzed ’s intelligent system suggests matches for your transactions, making reconciliation even faster and more accurate.
Flexibility to Split or Create New Transactions
If needed, you can split or create new expenses or transfers right within the reconciliation screen, ensuring you stay in control of your finances.
Reconcile Bank Accounts in 3 Simple Steps
Access the Banking Section
Start by navigating to the Banking section from the main menu and selecting “Reconciliations” from the drop-down options.
Select Your Bank Account
Choose the bank account you want to reconcile from the list
Match Your Transactions
Balnzed will automatically suggest matches for your bank transactions. Simply review, confirm, or adjust. You can also manually match, split, or create new transactions
Advanced Features for Seamless Reconciliation
Match Your Transactions
Easily match your bank transactions with the ones in Balnzed, streamlining your process.
Find and Match
Search and match transactions manually when automatic suggestions don’t fit your needs.
Create New Expenses
When necessary, create new expense entries directly from the reconciliation screen.
Create New Transfers
Need to add a transfer? Easily create one during the reconciliation process.
Reconciliation Reports
Get real-time reports on your reconciliations, giving you complete transparency and control over your finances.