Before you begin
You need Finance & Fundraising access and permission for financial changes in the selected team.
Steps
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Open Finances → Accounts and create or select an account.
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Complete the account details and save.
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Open its ledger to review the transactions that affect the balance.
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Use the appropriate donations, expenses, or adjustments workflow to record activity rather than treating the displayed balance as a free-edit field.
What to expect
Account balances can be understood through the activity recorded against them.
Troubleshooting
If a balance seems wrong, check the account and its ledger entries. Confirm whether the activity was recorded in another account before entering it again.