reconciling, clearing items

gail woodruff's Avatar

gail woodruff

22 Jan, 2019 06:19 PM

I imported from my old quicken account. I don't understand how to reconcile my bank statement, or how to mark items cleared.

  1. 1 Posted by -Kevin N. on 22 Jan, 2019 06:42 PM

    -Kevin N.'s Avatar

    Hi gail.woodruff,

    Take a look at this Moneydance KB article on reconciling.
    http://help.infinitekind.com/kb/register-and-transactions/reconciling

    As an addendum, imported Quicken data may not include the initial balance of the account.
    Take a look at this Moneydance KB article.
    http://help.infinitekind.com/kb/accounts-and-categories/initial-bal...

    -Kevin N. (not a member of MD support)

  2. 2 Posted by Gail Woodruff on 22 Jan, 2019 07:07 PM

    Gail Woodruff's Avatar

    Thank you. I'll look at those references.

  3. System closed this discussion on 23 Apr, 2019 07:10 PM.

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