Warning
Starting balance missing
Add the opening balance anchor so every imported statement can be checked against MoneyTrail.
Set starting balance
Balance Check
Compare imported statement balances with MoneyTrail’s running balance so drift is obvious before it spreads.
Setup required
No statement checkpoints yet
Import a full bank statement to create the first checkpoint, then add a starting balance if needed.
What to fix next
The most likely explanations for the current state, ranked ahead of raw history.
Delta trend
Supporting evidence only: how far MoneyTrail deviates from each recent statement checkpoint.
Current focus
The fastest place to look next based on the latest diagnosis.
Once you have both a starting balance and imported statements, this panel will point to the earliest mismatch and the shortest path to investigate it.
Checkpoint history
Mismatches first, then the most recent checkpoints for quick scanning.
No checkpoints yet. Import a full statement and add a starting balance to begin comparing MoneyTrail to the bank.
Starting balance anchor
Your first full statement import can set the opening balance automatically. You can also enter it manually.
No starting balance yet. Add it here so Balance Check can compare the imported bank statements against MoneyTrail.