General Category > Welcome, and introduce yourself

Reconciling bank statements

(1/2) > >>

Johnr65:
I'd like to be able to go through my monthly statements and tick off each transaction against my account on the program-is this possible?

ideasguy:
Hi John

Under Transactions tab use the program Manage Transactions.
Use the C and not C buttons.
That's exactly what they are for.

Right click on the Reconcile, Exclude and Include buttons for help options.
Read about how to Reconcile the Bank Genie way.

Does that help?

Johnr65:
I'll give it a go but looks confusing.com....

ContraOboe:

--- Quote from: Johnr65 on August 24, 2015, 11:31:11 AM ---I'll give it a go but looks confusing.com....

--- End quote ---
It is easy and very useful, but make sure you uncheck the wide columns box if your screen resolution does not let you see the right hand edge.

Johnr65:
It still confuses me, I always seem to be over or under my bank statement's ending balance!
What do the asterisks mean?

Navigation

[0] Message Index

[#] Next page

Go to full version