How can I change the date of the opening and closing balance?
Knowledge base




- 1 min
What do the summary graphs show?


- 1 min
How do bounced transactions affect other analysis areas?


- 1 min
How do excluded transactions affect other analysis areas?


- 1 min
How do I analyse transactions for multiple bank accounts together?


- 1 min
How do I identify missing words from the transaction narrative?


- 1 min
What does the rolling average section of the analysis show?


- 1 min
How are bounced transactions identified?
- 1 min
How do I set up the analysis options and switch between profiles?
- 1 min
Step by step guide to categorising transactions automatically with StatementReader
- 1 min
Can I save the analysis options to a profile?
- 1 min
How do I change the minimum percentage for identifying month on month credit trends?


- 1 min
Can Excel transactional data be analysed in Excel without data from scanned bank statements?


- 1 min
What other settings are available for advanced configuration of the transaction summary?
- 1 min
What is available in the summary tab (for each account, where multiple accounts are analysed)?


- 1 min
Can I change the analysis options before the analysis is processed?


- 1 min
How are categories identified by StatementReader?
- 1 min
What rules are used to define the reference number?
- 1 min
How do I remove or include the excluded transactions from the balance and turnover figures in Excel?


- 1 min
Can the transactions be sorted in ascending order?