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vannotejeffreybt
Level 1

Fix a reconciliation error?

 
1 Comment 1
MaryLandT
Moderator

Fix a reconciliation error?

Hi there, vannotejeffreybt,

 

I'll appreciate it if you can update this post and share the exact error you're getting upon reconciling your account. This will help me provide the exact solution needed to fix the issue.

 

Meanwhile, let me provide some troubleshooting steps when you see errors in your bank or credit card statement. Occasionally, your financial institution (FI) may make a mistake by processing a transaction for a different amount than what you wrote.

 

I'll show you what to do when that happens:

  1. Make an adjustment transaction in View register for the difference between what the statement says and what the transaction should be.
  2. Contact your FI and report the error.
  3. When you receive your next bank or credit card statement, verify that it contains an adjustment for the error.
  4. Find and delete the adjustment transaction.
  5. Reconcile the new bank or credit card statement with the account.

If your situation is different, feel free to read through this article: Fix issues when you're reconciling accounts for other troubleshooting steps.

 

I'll keep this post while waiting for your response. Thank you and stay safe!

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