---
title: Nota Trust Account Management | Knowledge Center
description: From setting up Client Matters to running a Reconciliation Report, find out how to maximize your use of Nota’s Trust Account offerings.
---

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1. [Knowledge Center](https://knowledge.trustnota.com/knowledge)
2. [Nota Trust Account Management](https://knowledge.trustnota.com/knowledge/nota-trust-account-management)

# Nota Trust Account Management

 From setting up Client Matters to running a Reconciliation Report, find out how to maximize your use of Nota’s Trust Account offerings.

## Trust Dashboard

- [How do I Assign/Adjust Initial Funds?](https://knowledge.trustnota.com/knowledge/how-do-i-assign/adjust-initial-funds-1)
- [How do I untag a transaction?](https://knowledge.trustnota.com/knowledge/how-do-i-untag-a-transaction)
- [What is tagging in the trust account?](https://knowledge.trustnota.com/knowledge/what-is-tagging-in-the-trust-account)
- [How do I navigate the Nota Dashboard?](https://knowledge.trustnota.com/knowledge/how-do-i-navigate-the-new-dashboard)
- [How do I generate a Reconciliation Report?](https://knowledge.trustnota.com/knowledge/how-do-i-generate-a-reconciliation-report)
- [How can I print checks?](https://knowledge.trustnota.com/knowledge/how-can-i-print-checks)
- [How do I transfer funds from Home Dashboard?](https://knowledge.trustnota.com/knowledge/how-do-i-transfer-funds)
- [How do I view all transactions in Nota?](https://knowledge.trustnota.com/knowledge/how-to-see-all-transactions)
- [How do I manually import bank transactions?](https://knowledge.trustnota.com/knowledge/how-do-i-manually-import-bank-transactions)

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## Trust Client Matter

- [How do I edit or reallocate a tagged transaction?](https://knowledge.trustnota.com/knowledge/how-do-i-edit-or-reallocate-a-tagged-transaction)
- [How do I split up transactions amongst multiple client matters?](https://knowledge.trustnota.com/knowledge/how-do-i-split-up-transactions-amongst-multiple-client-matters)
- [How do I import Multiple Client Matters in Nota?](https://knowledge.trustnota.com/knowledge/how-do-i-import)
- [How can I see all of my client matters on the home page?](https://knowledge.trustnota.com/knowledge/how-can-i-see-all-of-my-client-matters-on-the-home-page)
- [How do I archive a matter?](https://knowledge.trustnota.com/knowledge/how-do-i-archive-a-matter)

- [Nota Trust Account Management](https://knowledge.trustnota.com/knowledge/nota-trust-account-management#main-content)

    - [Trust Dashboard](https://knowledge.trustnota.com/knowledge/nota-trust-account-management#trust-dashboard)
    - [Trust Client Matter](https://knowledge.trustnota.com/knowledge/nota-trust-account-management#trust-client-matter)
- [Nota Checking Account Management](https://knowledge.trustnota.com/knowledge/nota-checking-account-management#main-content)

    - [Nota Checking](https://knowledge.trustnota.com/knowledge/nota-checking-account-management#nota-checking)
- [Nota Bookkeeping](https://knowledge.trustnota.com/knowledge/nota-bookkeeping#main-content)

    - [Bookkeeping](https://knowledge.trustnota.com/knowledge/nota-bookkeeping#bookkeeping)
- [Integrations](https://knowledge.trustnota.com/knowledge/integrations#main-content)

    - [Case Management Software](https://knowledge.trustnota.com/knowledge/integrations#case-management-software)
    - [Accounting Software](https://knowledge.trustnota.com/knowledge/integrations#accounting-software)
    - [Payment Solutions](https://knowledge.trustnota.com/knowledge/integrations#payment-solutions)
- [Settings](https://knowledge.trustnota.com/knowledge/settings#main-content)

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- [Frequently Asked Questions](https://knowledge.trustnota.com/knowledge/frequently-asked-questions#main-content)

    - [Bank Related Questions](https://knowledge.trustnota.com/knowledge/frequently-asked-questions#bank-related-questions)

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