See date of last reconciliation?
Hi, I currently have way too many credit cards with balances (working on that!) and they are all on different cycles. Most of them do not have additional transactions other than interest every month, but I do not have them linked to automatically download transactions, I prefer to enter manually.
What would help me is if I could easily see when I last reconciled the account. Other than changing to view all reconciled transactions, is there a way to do this? Just wondering if there was a quick way to see at a glance.
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I use the YNAB toolkit to give me a toggle to hide/show reconciled and scheduled transactions. I'm also one of those weirdos that likes to reconcile every few days so if I'm off, then its easier to find the error.
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thanks. I just added the toolkit and it does make it easier to toggle back and forth. I reconcile my more active accounts every day or two but I don't love logging into 10 different credit card accounts each day so I do them less frequently.
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An estimate of reconciliation date is the date of the most recent reconciled (locked) transaction.
FWIW, I reconcile the high traffic accounts weekly and others monthly. I just go by the calendar rather than the elapsed time from anything in YNAB.
