Improved Checkbook Reconcile

Feature

Starting with Goldenseal version 3.7, we have greatly improved the Reconcile command.

It now shows a separate dialog that lists all uncleared bank transactions. You can also change the display to see transactions for a specific reconcile period-- past or present.

Suggested By

Turtlesoft staff, user feature requests.

How to Use

To use the new Reconcile command, follow these steps:

1. Open a Checking account, or the Checking Transactions window.
2. Choose New Reconcile from the Bank menu.
3. Fill in the Reconcile Period for which you'd like to reconcile.
4. Click the Update button.
5. Goldenseal will fill in a list of all items cleared in that period, plus all unreconciled transactions.
6. Put a checkmark next to each item that cleared during this period.
7. When you are finished matching the list to your bank statement, click Reconcile Account.

NOTE-- This is version 1.0 of this new feature. We welcome user suggestions and feedback!

Technical Details

We will retire the old method of reconciling soon, but we are leaving it in for a while, so it will match with our current printed manuals.