MD 2022

monty's Avatar


03 Dec, 2021 11:23 PM

Probably a stupid question, but when I reconcile, some accounts show up with the balances AND the date, then will automatically attempt to reconcile. Others just show up with the balances and no date, and do not reconcile. Where is that setting?

  1. 1 Posted by Stuart Beesley ... on 04 Dec, 2021 04:39 AM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    depends on which accounts have OFX downloads... Nothing you can set. OFX files contain dates and balance

  2. 2 Posted by monty on 04 Dec, 2021 04:55 AM

    monty's Avatar

    Oh! So if I add and account and then set up online banking, that sets it up for auto-reconciliation. Those credit card companies that don’t allow online banking (like CapitalOne) then don’t have that feature.

    Got it. Thanks.

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