# What is the purpose of the Accounts tab in Clio Manage if it does not provide real time date on our bank account balances?  What is the purpose?  What am I missing with it?

What is the purpose of the Clio Manage tab "Accounts"?  It does not seem to tie to my bank accounts, yet it purports to do so.  The figures are laughably inaccurate!

##### Post Metadata
- Posted at: almost 6 years ago
- Net upvotes: 1


## Comments
### Comment 1

The purpose of the "Accounts" tab in Clio is to allow firms to set up new trust, operating, escrow, or IOLTA accounts and, of course, manage those accounts. However, there is no accounting function in Clio for operating accounts. Consequently, you cannot reconcile your operating account in Clio. That said, you can keep up with all trust-related transactions and reconcile your trust account(s), which reconciliation should be accurate since it deals strictly with your clients' money. I use that function frequently. To generate a trust account listing report, do the following:
1. Select the "Reports" tab
2. Select "Trust Listing" from the list of available reports
3. Select the appropriate report options based on the criteria you would like to report on
4. Select the "Output format"
5. Click "Generate report"

If you would like Clio to add accounting and account reconciliation to its software for operating accounts, you may contact Clio either through email, the in-app chat, or via the support center at 888-858-2546, ext. 2. 

I am not a Clio representative. I am a Clio user. 

##### Comment Metadata
- Posted at: almost 6 years ago
- Author title: Attorney | Former Judge | Entrepreneur | Public Speaker




## Related Product
[Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews)

## Related Category
[Legal Practice Management](https://www.g2.com/categories/legal-practice-management)

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