Bank
Guides for every country. The steps are the same in every country Deline serves.
- How do I add a credit card statement?In Accounting → Banking → Card statements, press Add a card statement, choose the CSV file your card provider gives you, check the card name, the…Every country · Specific case
- How do I disconnect a bank?Open Banking → Bank connections, find the bank and press Disconnect. Deline asks Disconnect {name}?; press Disconnect bank to go ahead, or Keep…Every country · Specific case
- How do I link a bank account to an account in my books?Deline asks for it the first time you record a payment from a connected bank account (Record this) or press Reconcile this account. Under Account…Every country · Specific case
- Keep a PDF bank statement in DelineIn Banking → Bank connections, press Upload a statement, name the account, choose the month and the PDF, and press Keep statement. Deline keeps it…Every country · Everyday
- Why did Deline suggest the wrong account for a bank payment?A suggestion is only a guess from what you did before, and nothing is recorded until you press Record. If it is wrong, choose the right account…Every country · Specific case
- Why has my access to my bank ended?By law, banks ask for your consent again every 90 to 180 days. When that time is up, your bank stops sending activity until you reconnect. It…Every country · Specific case
- My bank feed stopped or skipped days. What do I do?Deline tells you when lines may be missing. Under Bank lines may be missing it shows which days the feed covers and where the gap is, with a…Every country · Specific case
- Does Deline change my bank's description of a payment?No. A bank line shows the text your bank sent, as it came; Deline only tidies extra spaces. What you write when you record the line is kept…Every country · Specific case
- Will reconnecting my bank create duplicate lines?No. Reconnecting opens your existing bank connection again; it does not add a second bank. Each bank movement is stored once, so lines you already…Every country · Specific case
- Why is a payment counted twice, and how do I stop it?Usually because the same money was recorded twice: once when you recorded the payment on the invoice or bill, and again from the bank line. Deline…Every country · Specific case
- Why can't I reconcile my first bank statement?Usually because the statement's opening balance has nothing to stand on. The books reconcile a statement only when it starts the account at zero…Every country · Specific case
- What does "reconciled" mean in Deline?A reconciled statement is one where every line was checked against your books: each line is matched to what you recorded, or kept as an…Every country · Specific case
- How do I undo a reconciliation?Open Reconciliation history, press Undo on the statement, write a reason and confirm. The books keep the original record and post nothing. You can…Every country · Specific case
- I imported the wrong bank statement. How do I undo it?Importing a statement posts nothing, so your books have not changed yet. "Amounts stay in … : nothing is converted, and importing posts nothing."…Every country · Specific case
- A bank line was matched to the wrong invoice. How do I fix it?Unmatch the line, then match it to the right one. Unmatching frees both sides to be matched again; the accepted record is kept and nothing is…Every country · Specific case