Rian Books training · Everyday bookkeeping
Reconcile Bank Activity in Rian Books
Preview a bank CSV, review suggested matches, inspect the explanation and keep exceptions visible.
What you will take away: Know what matched and what still needs attention.
In this 1:33 lesson
00:09 — Choose the account
Work with one real bank account and the appropriate import format.
00:21 — Preview before import
Check dates, amounts and descriptions before adding the statement lines.
00:55 — Confirm the explanation
Inspect suggested matches and leave exceptions open when the evidence is not convincing.