Reconcile and check your bank balance

Make sure Plain's bank balance matches your statement.

Updated 3 November 2026 · Plain 0.110.0

  1. Match or code every new bank line (Banking shows how many are left to reconcile).
  2. Go to Reports → Bank reconciliation and choose the statement date.
  3. Compare Statement balance with Balance in Plain. The Difference should be zero.
The bank reconciliation report.

If there's a difference: look for a missing statement import, a payment recorded in Plain but not yet in the bank, or a line matched to the wrong invoice. Statement balances come from imported CSV files that include a balance column.