Money Accounts guide

Reconcile a Money Account balance

Correct a Nestiva Money Account to a known target balance with a required reason.

3 minute readUpdated August 28, 2026
What you’ll accomplish

Correct a Nestiva Money Account to a known target balance with a required reason.

How to do it

  1. Check the real balance

    Confirm the available amount in the source you trust.

  2. Open Reconcile

    Select the Nestiva account and choose its reconcile action.

  3. Enter the target balance

    Type what the balance should be, not the size of the difference.

  4. Explain the correction

    Add the required reason and confirm.

Before you finish

Check that you are in the intended Personal or household workspace and review the saved result. Nestiva keeps each workspace separate so the same action can produce different records or settings depending on the active space.

Next Money Accounts guide

Transfer money between accounts