TroubleshootingPeak Money
My balance in Peak Money doesn't match my bank.
Reconcile the account with “Reconcile balance”: enter the date and the booked balance from your bank. Peak doesn't correct anything automatically. If the balance differs, usually a transaction is missing or one is still pending. Record the missing transaction, confirm pending ones, then reconcile again.
- Open Peak Money → “Plan” and find “Reconcile balance”.
- Choose the account and date and enter the confirmed booked balance.
- Click “Review change” and then “Save for good”.
- If Peak reports a difference, record the missing transaction with “Record transaction”, or confirm pending ones in the list with “Confirm transaction”.
Next step
PlanExplains this message
Balance differs. Check for missing transactions; no automatic correction.Resolve pending transactions first.The reconciliation date must be after the last reconciliation.Your money plan couldn't be opened. Your data is safe, please reload the page.
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