Fix balance mismatches after a sync

Check the last successful sync time and retry refresh first. If a bank feed skipped a day, import the missing CSV for that account to fill the gap.

Use the Reconcile view to see the ledger balance vs. institution balance. Look for uncategorized or duplicated transactions—merging them often resolves small differences.

For minor rounding differences, add a dated balance adjustment with a short note. Keep adjustments separate from normal activity for transparency.