Home › Forums › CalendarBudget Support › Reconciliation Issue
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- Sigma8510ParticipantJuly 28, 2018 at 6:00 pmPost count: 2
I have been using this application for a good while and really enjoy it. Over the past few months I have been having an issue when trying to import bank transactions to a newly added account. When I import the file, the transactions appear for reconciliation in the leftmost column for the other two accounts I have, but they do not appear for the recently added account for which the transactions actually apply. I have tried reloading the transactions several times. I am at a lost as to what to do to get them to appear. I guess I could manually review my statement and reconcile for this one account alone, but that would defeat some of the purpose of me using this app.
Any assistance is appreciated!
- Eric PoulinKeymasterJuly 28, 2018 at 8:26 pmPost count: 380
This typically occurs when there is a mismatch between the currencies for your category and account. Please check under Settings -> Account Setup for the currency symbol for your account and then check Settings -> Category Setup that the currency symbol matches. When you are creating/editing entries for an account, the only categories that show up are those with the same currency symbol (so you're not accidentally mixing currencies from the same category.
- Sigma8510ParticipantJuly 29, 2018 at 12:11 pmPost count: 2
Appreciate the quick response! Checked both account setup and category setup. All using the $ for currency. Issue still remains.
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