The quick read
Key points
- A health check points to supported records that need review.
- Follow the account, date and source evidence before making a correction.
- No findings does not prove that every real-world transaction is recorded.
Read the finding in context
Start with the selected portfolio and the scope shown by the check. A count or amount is a prompt to inspect records, not a complete account of the issue. Note whether the finding concerns an imported row, a supporting document, an account reconciliation or another supported check.
Use the linked evidence
Open the relevant records and compare them with the statement or source document. An unbooked import may need a category, may already be represented by another entry or may not belong in the books. A missing attachment may require locating the original document rather than changing the transaction amount.
Fix the record in its own workflow
Make any justified correction through the appropriate booking, attachment or reconciliation workflow. Preserve the source detail and respect close dates and reconciliation controls. Read-only guidance does not itself repair a balance or establish that an adjustment is correct.
Keep a list of unresolved questions
Record what still needs a document, explanation or professional review before sharing a report. A health check can inspect the records present in the app but cannot discover every transaction that was never entered. Use source statements and an agreed review routine alongside the checks.
Common questions
Does a clean health result mean my books are correct?
No. It means the supported checks did not identify a finding in their scope. Missing activity, unsupported checks and incorrect classification may still require review.
Is a health check tax advice?
No. The checks help organize bookkeeping review. Filing decisions and tax treatment require qualified professional review.
Keep your next step simple.
Use the product guide for the app workflow, or contact support with your question. Bookkeeping reports are not tax advice; review filing decisions with a qualified professional.