See When Last Reconciled Date Was?

Is there a way to see when you last reconciled an account?

It would be nice to see this date before hitting the reconcile button.  I am going through all my accounts and there are a lot so it would be nice to somehow flag them as reconciled on this date.

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  • You can see the last date that the account was reconciled by looking at the latest transaction with the lock icon. Anything with a lock has been reconciled. That would have been the last date that all items were reconciled.

    Now, there can be transactions prior to this date that are not reconciled yet in a credit card because they are not yet posted (grey c icon vs a green c icon). 

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  • I normally keep reconciled transactions hidden, so the number of transactions showing (i.e., those entered manually or via import) is a good indication of whether I need to reconcile or not. The length of time is less of a consideration in my view.

  • Hi VoltaicShock !

    We're working on a way to make the last Reconciled date easier to find. I can't make any promises, but it's on our list of things to tackle!

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  • 11 mths agoLast active
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