From 30dca60c5819cadc6fc00a421643a931ce341e11 Mon Sep 17 00:00:00 2001 From: Paul Gauntlett <93882449+Kidglove57@users.noreply.github.com> Date: Mon, 4 Mar 2024 19:58:47 +0000 Subject: [PATCH] Update bank-sync.md (#324) Explain advantages of setting an opening balance when starting from scratch with Actual and Go Cardless --------- Co-authored-by: youngcw --- docs/advanced/bank-sync.md | 9 ++++++++- 1 file changed, 8 insertions(+), 1 deletion(-) diff --git a/docs/advanced/bank-sync.md b/docs/advanced/bank-sync.md index d4281a02a..f0247be03 100644 --- a/docs/advanced/bank-sync.md +++ b/docs/advanced/bank-sync.md @@ -101,8 +101,15 @@ GoCardless ### Frequently Asked Questions -**Automatic Bank Sync** +**Does Actual sync automatically with your Bank?** At this moment, it is not yet possible for Actual to automatically sync with your bank. You need to do this manually by going to "All Accounts" and pressing "Sync". ![](/static/img/connecting-your-bank/syncing-with-your-bank.png) + +**The best way to start from scratch in Actual with Go Cardless?** + +If you are setting up Actual for the first time, it is much easier not to try to pull in historic data. This has caused some users a lot of headaches with subsequent reconciliation. The following process may be more helpful: +1. Set up your account in Actual specifying a correct opening account balance at a recent date. +2. Link the account to Go Cardless as above +3. Sync the account with Go Cardless. You should find that only transactions subsequent to the opening account balance entry are imported, making reconciliation easy.