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Type | What it means | ||
---|---|---|---|
Ending balance | The ending balance is the balance of all transactions entered in the account register, including future-dated transactions such as postdated checks and online payments that have been sent but not yet processed. | ||
Current balance | The current balance is the balance of all transactions entered as of today. | ||
Online balance | The balance of your account according to your financial institution, as of your last online update.
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Adjusting the Online Balance if you use Pending Transactions
For connected accounts, the online balance does not typically include pending transactions because the bank does not include them in the Online Balance. For example, if you currently have $5,000 in your account and there is a pending transaction for $4,000, your Online Balance should be $5,000 (not $1,000). If your balance includes pending transactions, you can adjust it to prevent this from happening.
- Select the Info icon next to Online Balance at the bottom of the register for an individual account (not All Transactions).
- Select Exclude pending.
- Select Save.
- On the Adjust Online Balance screen, select Update.
More information about your register
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Overview
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