Reconcile transactions in Xero for iOS
Match bank statement lines with your account transactions in Xero for iOS.
To reconcile transactions:
- On the Dashboard, tap on a bank account showing [Number] to match.
- Reconcile your statement line:
- Tap OK if the match, rule or suggestion is correct or
- Swipe left to create a transaction, find a matching item, or mark the transaction as a transfer between accounts. You may need to swipe left to make a match manually.
Tap Details to view the statement line or tap View all to check the whole statement.