Help · Troubleshooting

My balance doesn't match the bank

Before looking for a mistake, make sure you're comparing the same thing:

1. Compare the current balance, not the available balance. Available often subtracts holds and pending charges.
2. Compare cleared to cleared. Pensum's account list shows the whole balance, including transactions you've entered that haven't reached the bank. The reconcile screen compares the bank's balance with Pensum's cleared balance.
3. Pending charges at the bank aren't in Pensum until they post.
4. Transactions waiting in Needs review are in the account's balance already; they just aren't approved yet.

Still off? Reconcile the account: Pensum narrows down when the difference started and suggests what explains it. See When the balance doesn't match.

Still stuck? Signed in, choose Contact support in your account menu, or email [email protected] Copy