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The difference between my "Bank balance" and my "SOLE balance"

Understanding the bank feed
Written by Johann Oberholzer
Updated 6 months ago

When you click on "Your Balance" on the Dashboard, you will see 2 balances:

Bank Balance:

The Bank Balance is a record of all your transactions.

The goal is to regularly match transactions (click here for a guide on how to match transactions).

SOLE Balance:

The SOLE balance is a record of all transactions that have been matched.

The SOLE Snapshot graph on the Dashboard reflects your SOLE Balance.

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