Reconciling checking acct

Dayna Rea's Avatar

Dayna Rea

23 Jul, 2021 09:23 PM

I have just switched to moneydance from quicken. How do I customize the dates to reconcile my acct? I only allows me to put in the ending stmt date when I select reconcile.

  1. 1 Posted by dwg on 24 Jul, 2021 11:21 PM

    dwg's Avatar

    I'm a fellow user.

    In short you don't.

    The reconciliation is about marking off transactions between what you have in Moneydance and what is on a bank statement as well as making sure that the balance corresponds based on the reconciled transactions.

    Limiting the transactions used would make this impossible.

  2. 2 Posted by DAN REA on 25 Jul, 2021 12:54 PM

    DAN REA's Avatar

    I understood it once I realized it's more like balancing it manually.  I'm switching from quicken and in that program,  it had starting and ending dates, so only those transactions came up that were in those dates. Once, I change my thinking, I git it. Thanks for your reply!

    Sent from Yahoo Mail on Android
      On Sat, Jul 24, 2021 at 6:21 PM, dwg<[email blocked]> wrote: #yiv7559544470 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv7559544470 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}

  3. Maddy closed this discussion on 02 Aug, 2021 11:24 AM.

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