Managing bank accounts

The Bank accounts page lists every bank account in your books with its balance, feed status, and how many transactions are waiting to be reconciled.

The two balances

Each account can show two numbers: the bank balance (what the bank reported at last sync) and the book balance (what your ledger says). When you are fully reconciled they agree — a persistent gap usually means unreconciled lines or a missing period of transactions.

Common tasks

• Add an account — create the account, then connect a feed or upload statements for it.

• Check feed health — a connected badge means transactions are flowing; a warning means the connection needs re-authorising.

• Jump to reconcile — the unreconciled count on each account links straight into the queue filtered to that account.

• Upload a statement — available per-account, useful for backfilling before a feed existed.

Keep one Nightbooks bank account per real bank account, including credit cards. Mixing accounts makes reconciling and the Balance Sheet harder to read.