Bank Rules in Xero: Step-by-Step Guide for Faster, Cleaner Reconciliation
Setting up bank rules in Xero keeps repeating transactions consistently coded and reconciled in seconds. This guide covers which transactions qualify, when to avoid rules, and how to build and refine them.
Why your Xero bank balance doesn’t match your real statement balance
Having trouble getting your Xero bank reconciliation to match your actual bank balance? You’re not alone. Even a small error in coding or data entry can throw off your reconciliation and make your reports unreliable. This guide explains many of the common issues that can cause your bank balance to be wrong in Xero. If your bookkeeping is out of balance, it's crucial to resolve the issues before relying on your data for tax or financial decisions.