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Why do tags (blue dot) to missing when I try to reconcile.

Every transaction is tagged when I look at my checking account but some go missing
when I click on Reconcile.

Best Answer

Answers

  • John_in_NCJohn_in_NC SuperUser ✭✭✭✭✭
    A blue dot in the Status column (the only place that would show this) means the transaction was downloaded. Is that what you are seeing?

    A "Tagged" transaction means you entered a Tag in the Tag column. (Tags are similar to categories.) 



    Neither should have any effect on reconcile. The usual culprit for transactions not showing in the reconcile window is incorrect dates (or date format) being entered either for the transaction, or the dates in the reconcile window. (The most common I see is using a two digit year instead of four (i.e., use YYYY) Examine both.
  • KonaKona Member
    Sorry, I have a very basic knowledge of all this, which has been all I've needed until now. I've never assigned tags. The dates are all duplicated and in the same format 00/00/0000 in looking at my checking account and then which I click on reconcile. But the blue dot is missing on some entries so there's always a difference when I attempt to reconcile.
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