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You can adjust the filter on the Reconciliation page to display all transactions for your bank account from this month, Vicki.
On the other hand, if you want to view the transactions for all your bank accounts, you'll have to run the Transaction List by Date report separately.
To adjust the filter:
- From the Reconciliation page, click the Funnel icon.
- Set the From and To dates to cover this month.
- Click Apply.
- Select All to include the payments and deposit transactions.
With this workflow, you can make your reconciliation faster and more accurate while having all the important transactions visible in one view.
Once completed, we can generate a reconciliation report to verify that all transactions have been accurately recorded and accounted for.
If you have any additional questions about managing your account or the reconciliation process, return to this thread, and we’ll be happy to help.
