How to correct the Account Statement in Finplan?

In Finplan, you may encounter incorrect entries in your account statement and wonder how to correct the account statement.

To fix this, it’s important to understand what the statement is and what adjustments are possible.

What is the Account Statement

To know how to correct the statement, first understand how it works.

The account statement is the list of credits and debits for an account that affects its balance.

Inside the statement you will find:

• Income

• Expenses

• Incoming or outgoing transfers

• And the opening balance registered for the account

And these records are created by you, and can also be modified.

Difference between total statement and an individual account statement

In Finplan there are two screens with different information about the statement:

1. Accounts Balances Screen: shows the statement and the total balance in your configured currency.

2. Account Details Screen: shows details and the statement for the selected account, allowing edits.

Details of a transaction in the statement

When you select a transaction on the statement, you see more details and two options:

1. Edit

2. Delete

If the transaction has recurrence or other related entries, you can edit or delete in bulk, or just that single record.

Options to correct the account statement

There are several ways to correct the statement. Among possible adjustments are:

• Edit the transaction information, such as description, amount, date, etc.;

• Confirm pending transactions so they appear on the statement;

• Register a new transaction that is missing;

• Delete a transaction to correct the account statement.

This way, your statement can match the real bank statement.

If you have further questions about how the statement works, the Finplan team is available to assist you.