You would want to do this for the following reasons: Reconciliation history is a tool that tracks past reconciliations, giving you information and allowing you to review and perhaps fix previous reconciliations. If the starting balance for your current reconciliation amount appears to be incorrect or does not make sense to you, especially if you reconcile regularly. This most commonly happens when a past transaction was accidentally edited or duplicated. To understand what you may have done during past reconciliations. To view your Reconciliation History, go to the Accounts menu and select Reconciliation History. You may also get to reconciliation history during a current reconciliation by selecting History. ![]() ![]() The Reconciliation History screen will appear. You can view the following information:Įnding Date: The last day of the account statement or online balance update. Reconciled Balance: The balance after making adjustments (if any were made). Quicken Balance: The unreconciled balance.ĭiscrepancy: The difference between the Reconciled Balance and the Quicken Balance. Section: ARCHIVE - Moneydance 2017 Last Updated: 28 Nov, 2019 10:17 AM. If you only want to see reconciliations that ended with a discrepancy, select the checkbox for Only show dates with a discrepancy. If you want to re-reconcile a previous reconciliation, choose the reconciliation you want to work on and select Re-reconcile. In many cases, the discrepancy can be eliminated simply by editing the Ending Balance. In other cases, the discrepancy can be removed by editing a previous adjustment. You may also want to take action on an individual transaction. Depending on the specific transaction, you might have one of three options available in the Actions column.įor a transaction that was Added, you will have the option to Delete the transaction, removing it from the register.įor a transaction that was Deleted, you will have the option to Restore the transaction, putting it back into the register.įor a transaction that was Edited, you will have the option to Revert the transaction, removing any changes that were made. Some reconciliations will require a more thorough review to fix. See Using reconcile for more information.Investormint endeavors to be transparent in how we monetize our website. Financial services providers and institutions may pay us a referral fee when customers are approved for products. When you select a product by clicking a link, we may be compensated from the company who services that product. Revenues we receive finance our own business to allow us better serve you in reviewing and maintaining financial product comparisons and reviews. We don’t receive compensation on all products but our research team is paid from our revenues to allow them provide you the up-to-date research content. We strive to maintain the highest levels of editorial integrity by rigorous research and independent analysis. Our goal is to make it easy for you to compare financial products by having access to relevant and accurate information. With an ever increasing list of financial products on the market, we don’t cater to every single one but we do have expansive coverage of financial products. Thank you for taking the time to review products and services on InvestorMint. By letting you know how we receive payment, we strive for the transparency needed to earn your trust. Some of the institutions we work with include Betterment, SoFi, TastyWorks and other brokers and robo-advisors. ![]() Moneydance Review 2020 – A Quicken Alternativeīefore getting to the many ways in which Moneydance shines, let’s first start with the gorilla in the room, where it falls short. ![]() Want a dark mode, natural colours, or extra high contrast? Use one of the built-in themes or customise them to match your decor with just a few clicks.If you visited the Moneydance website, which is now operated by The Infinite Kind company, you would be forgiven for thinking the website lacks polish. Style! Choose from multiple beautiful colour schemes or create your own to customise the look of Moneydance.Python is a widely used, high-level programming language that is powerful enough for experts but also easy enough for programming novices. Use our built-in script editor to run simple scripts on your data, or build your own extensions to Moneydance. Python! Moneydance now has integrated support for Python scripts that you can use to manipulate your data and perform custom calculations or actions.Moneydance can now use any shared folder to quickly sync your financial data conflict-free, using end-to-end encryption to maintain your privacy. Sync your files seamlessly and efficiently across computers and mobile devices using our fully encrypted incremental syncing engine.
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