JADE FUNDS HELP CENTER
Accounts & banking
Add financial accounts, bring in bank activity, and understand balances.
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Browse all help- Add a manual financial accountTrack checking, savings, cash, or a credit account without connecting a bank feed.
- Import bank transactions from a CSVPreview a statement file, map its columns, and bring transactions into an account for review.
- Connect a bank accountUse the bank connection flow when it is available, or choose manual accounts and imports.
- Troubleshoot a bank connectionCheck connection health, reconnect when prompted, and investigate missing activity.
- Understand bank balances and book balancesSee why the bank’s reported balance can differ from the reviewed ledger.
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