lynda
Community Champion

Account management

Hello @oscortega:

 

This is one of my pet "peeves" when you hook up a bank feed initially.  It goes back 90 days and then it enters whatever the balance is at that time AND it reconciles that transaction (causing a whole other issue).  Here is a post I wrote on logging in and connecting the bank for the first time.  And the steps you need to follow to remove that unwanted reconciled opening balance transaction.

 

I hope that helps you.   If you need more help, feel free to reach out.  Happy Sunday!

 

Lynda

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