Guard ACCMatters

G-2026-TEST2

Guardianship of TEST2

Matters

Financial accounts and statements

Keep account setup separate from statement periods so imports and reconciliation stay aligned.

Add financial accountCreate an account before adding statements or importing transactions.
Financial accounts
AccountTypeBeginningCurrentAction
USAA Federal Savings Bank 4604
USAA Federal Savings Bank *4604
Checking$3,658.17$2,833.41
Edit financial accountsOpen when an account name, institution, or balance needs correction.
Statements
Add statement periodCreate the statement period before importing or reconciling transactions.
AccountPeriodOpeningClosingSource
USAA Federal Savings Bank 4604
2025-12-12 to 2026-01-09
Statement period
$3,658.17$2,833.41January USAA
Edit statement periodsOpen when dates or balances need correction.