Fix mistakes on your bank or credit card statement

Learn how to fix mistakes on your bank or credit card statement.

Occasionally, your bank or credit card company may make a mistake by processing a transaction for a different amount than the amount you wrote. In this article, we'll show you what to do when that happens.

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Here's what to do when you see errors on your bank or credit card statement.

Follow this link to complete the steps in product

1. Look for the transaction you want to adjust or match.
2. Select the Assist sparkle icon in the Categorize or Match column. It will show match suggestions for this transaction.
3. Select a match, then choose a category for the difference.
4. Contact your bank or credit card company and report the error.
5. When you receive your next bank or credit card statement, verify that it contains an adjustment for the error.
6. Find and delete the adjustment transaction.
7. Reconcile the new bank or credit card statement with the account.

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