Can I reconcile in the middle of my account?

I have been downloading my credit card transaction for years, but not reconciling them. I would like to start reconciling as of Jan. 2020. Can I start there, or do I have to go all the way back?

Thank you.

Best Answer


  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    Hi, Erin:

    Before I suggest ideas, do you plan on reconciling to statements or to an online balance? 

    (Reconciling isn't hard, but if you get off the treadmill, getting back on at the right point can be a bit tricky. So your answer helps tailor my answer.)

  • Erin Roper
    Erin Roper Member ✭✭
    I reconcile from a statement. I reconcile my checking accounts every month, but wasn't sure if I had to go back to the beginning (ugh) on my credit card statements or if I could just pick up January 2020 and go from there. Thank you!
  • Erin Roper
    Erin Roper Member ✭✭
    It does not match. I see an "Adjust account balance" feature. I can manually enter a date and a balance. I will give it a try. Thank you!
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