Mobills is like a smart spreadsheet that needs to be fed manually. Balance readjustment is the most practical way to modify your balance. Is your balance different than expected? Would you like to make changes for the best control of your accounts? So, keep reading! Let us help you!
If you forget to add a transaction and then notice that the balance is different, just make the Balance Adjustment.
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How to make a balance adjustment?
Tap the Accounts Balance to reach the Accounts screen, choose an account and tap 'Readjust';
Create an adjustment transaction: This option creates a readjustment entry for you. If the readjustment value is greater than the current value, an income will be created. If the adjustment amount is less than the current amount, an expense will be created.
Change initial balance: This option modifies your initial balance so that, from the amount you entered as your current balance, your opening balance is changed based on your movements made in Mobills. It doesn't create an adjustment transaction.
Tap the Accounts Balance to reach the Accounts screen, choose an account and tap 'Adjust balance';
Create an adjustment transaction: This option creates a readjustment entry for you. If the readjustment value is greater than the current value, an income will be created. If the adjustment amount is less than the current amount, an expense will be created.
Change initial balance: This option modifies your initial balance so that, from the amount you entered as your current balance, your opening balance is changed based on your movements made in Mobills. It doesn't create an adjustment transaction.
Click the Accounts Balance to reach the Accounts screen, choose an account, and click the three dots of the respective account. Choose the option 'Adjust balance'
Then, readjust your balance. Select 'Advanced options' for further changes.
Create an adjustment transaction: This option creates a readjustment entry for you. If the readjustment value is greater than the current value, an income will be created. If the adjustment amount is less than the current amount, an expense will be created.
Change initial balance: This option modifies your initial balance so that, from the amount you entered as your current balance, your opening balance is changed based on your movements made in Mobills. It doesn't create an adjustment transaction.
If you have any doubts, our support team will be glad to help! 😉