Plannit

You can easily reconcile by doing the following steps:

Get a copy of your bank transactions and identify those that come from Plannit's online platform (they will be identified by "STRIPE")

Go into your Stripe portal to view the details of your transactions under "All transactions" OR go into the Plannit Reports menu, select the Payout Reconciliation report and download the report for the period for<i> (see "generating Plannit's programmed reports" in our knowledge base)</i>

1. Get a copy of your bank transactions and identify those that come from Plannit's online platform (they will be identified by "STRIPE")
    
2. Go into your Stripe portal to view the details of your transactions under "All transactions" OR go into the Plannit Reports menu, select the Payout Reconciliation report and download the report for the period for<i> (see "generating Plannit's programmed reports" in our knowledge base)</i>

Reconcile Plannit's online payment deposits in my bank account

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