Home Forums CalendarBudget Support Reconciling

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    • Avatar of courtney comstockCourtney Comstock
      Participant
      Post count: 3

      I have triple checked all of my transactions, and exported my statement using OFX. However, the balance in my checking account isn’t matching to the balance shown in CB at the top of today’s date. Is there a way I can manually change that?

    • Avatar of eric poulinEric Poulin
      Keymaster
      Post count: 379

      There isn’t a good way to change your bank import file, nor should you.
      If you need to just change your daily balance you can click on the balance on the day you want to change and a balance adjustment dialog will appear, which will create a “Balance correction entry” bringing your end-of-day balance to whatever you enter.

    • Avatar of courtney comstockCourtney Comstock
      Participant
      Post count: 3

      Perfect! Thank you!

    • Avatar of financialwreckFinancialWreck
      Participant
      Post count: 2

      What is the frequency of the Auto-Reconcilling, once the application is connected to my bank?

    • Avatar of financialwreckFinancialWreck
      Participant
      Post count: 2

      Ok, I’ve disconnected my bank connection, as it has not shown any of the purchases/payments made over the last couple of days. It says it’s reconciled, but the entries do not show up that are posted in my bank, therefore it appears I have more money in Calendar Budget than I actually have. I manually reconciled and everything shows up.

      I don’t understand what is the issue with the auto reconciliation.

      Thanks.

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