Home Forums CalendarBudget Support Reconciling

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    • Courtney 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?

    • Eric Poulin
      Keymaster
      Post count: 371

      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.

    • Courtney Comstock
      Participant
      Post count: 3

      Perfect! Thank you!

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