RECONCILE A CHECKING ACCOUNT

Created by Shelli Dikeman, Modified on Tue, 2 Dec, 2025 at 2:20 PM by Shelli Dikeman

  1. From the Dashboard, click on the Register icon.

 

A close-up of a white box

AI-generated content may be incorrect.

 

2. You will then navigate to the Reconcile icon.

 

A close-up of a computer screen

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3. You will enter your statement date and ending balance. Next click on Continue.

 

A screenshot of a computer

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4. Check the transactions that cleared on your statement. Your difference should be zero. Click Finish Reconciling.

 

A screenshot of a computer

AI-generated content may be incorrect.

 

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