DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Reconciling Bank Account


#1

I last reconciled my bank account on 12/31/2014. I want to reconcile for January, but it will not let me as it says “reconciled”. I have to do my balancing by hand as I cannot download. Please advise


#2

Okay, I figured it out - Edit bank account and then put new date in of new statement -


#3

I agree that is confusing. It isn’t obvious that changing a reconciliation date is editing the bank account itself. @lubos has been getting a bunch of other comments about reconciliation. His responses indicate changes may be coming.