tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/2999-bank-reconciliationInfinite Kind: Discussion 2017-01-01T11:50:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/408918672016-10-02T11:41:33Z2016-10-02T11:41:33ZBank reconciliation<div><p>Hi Jane,</p>
<p>I'm not certain how far you've gotten, so here are a couple of
Knowledge Base articles that review the process of downloading and
confirming (or merging) your bank transactions. You would want to
make sure that you've reviewed all transactions prior to
reconciliation:</p>
<p><a href="http://help.infinitekind.com/kb/getting-started-2/getting-started-online-banking-and-bill-pay">
http://help.infinitekind.com/kb/getting-started-2/getting-started-o...</a></p>
<p><a href="http://help.infinitekind.com/kb/online-banking/how-can-i-confirm-downloadedimported-transactions">
http://help.infinitekind.com/kb/online-banking/how-can-i-confirm-do...</a></p>
<p>Once you are certain that all of the transactions appear correct
for your specific account, you would go to the Menu Item "Account
> Reconcile". That process is described here:</p>
<p><a href="http://help.infinitekind.com/kb/getting-started-2/getting-started-clearing-transactions-and-reconciling-your-accounts">
http://help.infinitekind.com/kb/getting-started-2/getting-started-c...</a></p>
<p>Regards,</p>
<p>Tony</p></div>TonyRI