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07 Sep, 2019 09:52 PM

I have a small question (i know another one) but when reconciling for the ending balance do i need to goto my bank's website for that amount? i mean what if i download and don't confirm for a few days and then reconcile a few days after that. Going to my bank website to try to get the balance might be a little confusing. Just need a little guidance here.

  1. 1 Posted by mhoggie on 08 Sep, 2019 12:14 AM

    mhoggie's Avatar

    just a user,

    You want to reconcile from the balance of your statement.

  2. 2 Posted by MAC on 08 Sep, 2019 01:21 AM

    MAC's Avatar

    Of my download

    Get Outlook for Android

  3. 3 Posted by dwg on 08 Sep, 2019 03:09 AM

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    I'm a fellow user.

    The reconciliation process is about matching the contents of your account in Moneydance to the periodically produce statements that the bank makes available, usually via post or a download, so it is a document. Banks typically provide them monthly, quarterly, half yearly or yearly. It is generally more useful for people that manually enter some or all transactions.

  4. Support Staff 4 Posted by Maddy on 10 Sep, 2019 12:15 PM

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    I can see you’ve received a reply from our knowledgeable Moneydance customers.
    To add to this useful information, it might be worth mentioning that you can refer to this article in the Knowledge Base.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    Maddy, Infinite Kind Support

  5. System closed this discussion on 10 Dec, 2019 12:20 PM.

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