We recommend users reconcile each of their bank accounts monthly to ensure that the data in Ambrook matches their statements. You can access the reconciliation screen from two places:
From the ledger, in the upper right corner by clicking Reconcile.
On the Accounting tab, under Reconciliation.
While reconciling, users can exclude erroneous transactions or adjust other transactions as needed. Here is an article with more details on reconciliation.
We are actively building features to make reconciliation processes more efficient while maintaining bookkeeping accuracy, including auto-reconciliation. Note that you can also view reconciliation history by clicking on the icon next to each reconciliation session.
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Learn more about reports available in Ambrook here.