Most commonly asked questions
- What is the difference between the booked balance and the cleared balance?
- What does the red exclamation mark in the description column indicate?
- What is the cleared balance?
- What does the balance status mean?
- How do I view transaction details for an individual account?
- How do I view today’s transaction summary?
- How do I manually create a sweeping or topping transaction from View balances?
- What does an ‘P’ to the right of an account indicate?
- Why can I see the description column but no actual balances?
- What does an ‘R’ to the right of an account indicate?