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adlam1
Level 1

Can you reconcile on your phone

 
1 REPLY 1
MaryLandT
Moderator

Can you reconcile on your phone

Hello there, adlam1,

 

Reconciling bank and credit card accounts require a web browser. Thus, we're unable to perform this process on your mobile phone.

 

Let me guide you through on how to reconcile your accounts:

  1. Click the Gear :gear: icon at the right top.
  2. Select Reconcile under Tools.
  3. From the Account ▼ drop-down menu, select the appropriate bank account.
  4. Enter the statement Ending balance and Ending date.
    reconcileaccount.PNG
  5. Click Start reconciling.

For detailed instructions and steps, check this out: Reconcile accounts

 

Let me know if you have follow-up questions and I'll get back to you.

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