Topics and features

Topic - Balance adjustment

Creating an adjustment

To create an adjustment, click the 'Adjust' button on the summary panel in the homepage. You will have to enter your total amout of all your accounts, including your bank and cash accounts. You can simply enter them as equation such as '100+150+2000'. EP will total that amount and show you the difference between your EP and actual balance.

In the case the difference is negative, it means that you have actually spent more than what is in EP. It could be missing transactions, or something else. In the case the difference is positive, that means you have extra money that has not been counted in EP. Either way, you can click Save and the adjustment transaction will be created.

When the adjustment transaction is created, depending on the difference amount, you might want to make few adjustment, which we discussed on the next topic.

Next: Budgeting an adjustment
Everypocket
Terms & Privacy | Blog