I’ve read previous posts concerning reconcilliation for non-linked accounts. What about linked accounts? Before using Tiller, my workflow would include matching my register with my bank statements. I’ve modified that a bit to match the register transactions shown as cleared with bank web sites. Is…

If you really want to be sure everything balances, I highly recommend the Bank Statement Reconciliation Sheet . While using a checkbox in a column can work, if you ever accidentally change or delete a transaction - or if transactions are duplicated due to a feed issue, what once was in balance is no …

Is Reconcilliation Unnecessary with Linked Accounts?

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Mark.S November 26, 2024, 4:40pm 6

One gotcha with check boxes in the Transactions sheet is that it could prevent data filters from auto-expanding. Just something to keep in mind.

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Is Reconcilliation Unnecessary with Linked Accounts?

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