Confirm your monthly snapshot

Each month, check last month's balances and lock the month into your history.

  1. On Summary, under Needs you, select Review on the Snapshot tile.
  2. Compare the balance shown with your bank or statement.
  3. If it matches, select Looks right.
  4. If not, type the correct amount, then select Save & continue.
  5. On the last account, select Confirm snapshot or Save & confirm.
  6. Read your recap, then select Done.

Leave a month unconfirmed, and Moflow confirms it from the 8th of the next month. A confirmed month cannot be rewritten.

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