Finance & Accounting

Reconcile your bank account

Match transactions against your bank statement, by hand or from a CSV, without a spreadsheet.

7 min read
01

Add your bank account

Set it up once, with a starting balance. Every deposit, withdrawal, and transfer you record afterward runs through it.

app.obsidyun.com
Add your bank account
02

Record or import transactions

Enter transactions directly, or import a CSV or JSON export from your bank — rent, supplier payments, and customer deposits all land in the same list.

app.obsidyun.com
Record or import transactions
03

Mark items reconciled

Each transaction carries a Reconciled or Not Reconciled status. Work through the list until it matches your actual bank statement, line for line.

app.obsidyun.com
Mark items reconciled