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    • Courtney Comstock
      Participant
      September 18, 2019 at 11:10 am
      Post count: 3
      #5779

      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
      September 20, 2019 at 7:51 am
      Post count: 379
      #5793

      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
      September 20, 2019 at 10:52 am
      Post count: 3
      #5794

      Perfect! Thank you!

    • FinancialWreck
      Participant
      April 8, 2023 at 9:37 am
      Post count: 2
      #11308

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

    • FinancialWreck
      Participant
      April 10, 2023 at 9:44 pm
      Post count: 2
      #11309

      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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