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Add intermediary step to reconciliation

Feature Request
When the balance doesn't match during reconciliation, the only option is to create an adjustment, which doesn't help solve the problem. It would be helpful to have an intermediary step where the balance discrepancy is highlighted while transactions are cleared/added and then, once the balance is the same, the reconciliation can be finished. Migrated from UserJot · originally requested Jun 2026 · 8 votes.
Status: Completed1 comment

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Comments1

  • Rose Stapler

    •

    Aug 21

    Being able to reconcile to <a particular date> would help. When I’ve not been keeping up with my plan (i.e. on holiday), I go back to the last reconcile date, then go day by day: If the balance at the end of the day matches, I move on to the more recent day. Being able to reconcile to that date, and do this repeatedly as you clear things up would be of enormous help.