Help center · The Vault
How to reconcile an account
Compare your Atrium account with the actual bank statement.
Reconciliation tells you whether what you have in Atrium matches what your bank shows.
- In the account detail, tap "Reconcile".
- Upload the most recent CSV or PDF from the bank.
- You'll see three tabs: Matches (aligned transactions), Missing (in the bank but not in Atrium) and Extras (in Atrium but not in the bank).
- We also compare the statement's ending balance against your account's computed balance.
Tip: if there are many missing entries, it's usually better to import the statement first and reconcile afterwards.