Correcting reconciled error
Chris
Is there a way of deleting reconciliation records? I made an error in My November reconciliation which led to an incorrect starting balance in my December attempt to reconcile. I want to go back to my November reconciliation and then come forwards again to correct the error.
Is this possible?
Thanks,
Chris
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by dwg on Jan 18, 2023 @ 09:29 AM
The only indication that an item has been reconciled is the green diamond, you can right click on any transaction and change the status to un-reconciled, There is no way in Moneydance of identifying items marked reconciled on a particular date or anything like that, so you would have to go back identify the transactions in question and unmark them.
It does not really matter however, the starting balance is always a calculated one so if you now enter a correct ending balance and mark the appropriate transactions and end up with a zero difference the account will be reconciled anyway.
2 Posted by Chris Hart on Jan 18, 2023 @ 04:23 PM
\Ok. Thanks for your thoughts. I’ll give it a try.
Chris
System closed this discussion on Apr 19, 2023 @ 04:30 PM.