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October 23, 2019
Question

Can you reconcile on your phone

  • October 23, 2019
  • 1 reply
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1 reply

MaryLandT
October 23, 2019

Hello there, adlam1,

 

Reconciling bank and credit card accounts require a web browser. Thus, we're unable to perform this process on your mobile phone.

 

Let me guide you through on how to reconcile your accounts:

  1. Click the Gear ⚙️ icon at the right top.
  2. Select Reconcile under Tools.
  3. From the Account ▼ drop-down menu, select the appropriate bank account.
  4. Enter the statement Ending balance and Ending date.
  5. Click Start reconciling.

For detailed instructions and steps, check this out: Reconcile accounts

 

Let me know if you have follow-up questions and I'll get back to you.