• 8/10/26

Entering Transactions After Initial Account Setup

Once your initial account setup is complete, the next step is to begin recording what actually happens with your cash. In this video, we add money-in and money-out transactions, compare the Cash Manager balance with the balance shown in the banking app, and identify missing activity when the amounts do not match. You’ll also see how reconciliation confirms that reviewed transactions have cleared, how completed activity appears in the Cash Summary, and how the Tracking screen helps you verify which bills were paid and which expected payments were received.

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Understanding Your Cash Picture with the Cash Manager

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Update Recurring Transactions in Just a Few Minutes a Week