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 longer in balance and you can see it right on the rec sheet.
I added an extra column (M) with this formula: =EXACT(K3,L3) (K is for the New Deposits column and L is for the New Withdrawals column - though your exact columns might differ). Just make sure you copy it to all rows. It will read False if columns K and L are not both “Matched”.
I also added a formula in M2 - the column I created: =COUNTIF(M3:M,FALSE) I can then just quickly glance at this cell and see if any old statements are out of balance. I have now balanced over 400 statements and I hide the rows of old ones. So, if one goes out of balance because of a changed or added transaction, if this number is not zero, I know I have an issue - without having to do a bunch of scrolling.
This might seem like overkill but I use Tiller to run my business so I need to do true recs.
