Reconciling a Transaction
Although you are likely to perform reconciliations on a regular basis and compare the whole account with a statement from your bank, you may sometimes wish to reconcile a single transaction listed in the Workspace.
Reconciling a single transaction
- Select the appropriate transaction in the Workspace.
- Right-click on its name and select Marked as > Reconciled.
- A check mark appears in the checkbox on the left, indicating a reconciled transaction.
- The values of the last reconciling balance and the future starting balance change accordingly.
To mark a transaction as cleared, click its checkbox once. A dot will appear, indicating a cleared transaction.