Reconcile transactions in Xero for iOS

Match bank statement lines with your account transactions in Xero for iOS.

To reconcile transactions:

  1. On the Dashboard, tap on a bank account showing [Number] to match.
  2. 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.