When I go to reconcile, all the dates are there for the past 2 years. How do I hid the old dates and just work with present reconciliation?

niagaraschoolofm · ‎October 20, 2024

I downloaded statements for the first time and it has really messed things up. All the lines are also showing payments from 1 payee 2023 to present. AND, all the reconciliation dates are in the 'reconciliation page'

JamesM4 · ‎October 21, 2024

Hi niagaraschoolofm,

Welcome back to the Community. I'll be happy to share more info so you're on the right track with recording your transactions.

Entering your transactions the right way is essential for ensuring your books remain accurate. I recommend consulting an accounting specialist for expert advice. This ensures your entries are recorded in a way that allows for you to navigate the program with peace of mind. You can get in touch with an accounting professional using this link here. Other accounting professionals are able to see this post in the Community and this will allow them to chime in.

In the meantime, feel free to check out the following resource:

Reconcile hub

Let me know if this info helps. I'll be a message away.

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When I go to reconcile, all the dates are there for the past 2 years. How do I hid the old dates and just work with present reconciliation?

When I go to reconcile, all the dates are there for the past 2 years. How do I hid the old dates and just work with present reconciliation?

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