How the statement checks work

The balance check

BossMode takes the opening balance, adds every line, and compares the result with the closing balance on the statement. If they match to the penny, every line was read. If they do not, it tells you, so you can look for a missed or misread line before importing.

Lines you already typed in

If a bank line has the same amount and direction as an entry you typed yourself, within 2 days, BossMode flags it so it is not counted twice.

1. A banner says how many lines look like entries you typed. Tap Check.
2. For each line, tap Same as my entry (the bank line is not added and your entry is linked to it) or Keep both.
3. If all of them match, tap All the same.
4. Tap Import.

If you tap Import while some are undecided, BossMode asks first. Changed your mind later? Open Check your books → Statement lines matched to your entries and tap Count separately.

Lines already in Money from an earlier import of the same statement are skipped.