Skip to main content
Aug 4, 2022 10:32 AM UTC
Question

How to reconcile to a bank statement on a month by month basis

I appear to only be able to reconcile for the total period the account has been open

1 reply

Aug 4, 2022 11:27 AM UTC

 Hello John-metalitest-, 

 

Welcome to the Community page, 

 

If you go to Accounting> reconcile> click on the reconcile> edit info> and just change the ending date to what you need it to be so for that month > save it, then going forward you'll be able to then do it month by month. You will need a copy of your actual bank statement for reconciliation. You can also take a look at this article which has more information on reconciling an account.