Balances

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Balances

How to correct the Account Statement in Finplan?

Discover what the account statement is in Finplan and how to adjust it so the statement and balance match your bank records.

Balances

How to edit the details of a checking account in Finplan?

Understand what account details are in Finplan and how to edit the information of a registered account.

Settings

What is the default currency and how to change it?

Understand what the default (local) currency is in Finplan, how it affects your balances, and how to change it.

Balances

How is the total balance calculated in Finplan?

Understand how the total balance is calculated in Finplan, including balances from domestic and international accounts.

Balances

How to create an account with more than one currency?

Learn how to create and manage accounts with more than one currency in Finplan by creating separate accounts for each currency and entering balances correctly.

Balances

How to create a bank account in Finplan?

Learn what a bank account is in Finplan and follow the step-by-step process to add your account and maintain good financial control.

Balances

How to correct the current balance of an account?

Learn exactly how to correct a current account balance in Finplan, whether adjusting the opening balance or verifying and correcting incorrect transactions, to keep your finances accurate and aligned with reality.

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