Reconcile dates

Why not have the End Dates for the reconcile summary page default to the last day of each month. I think most banks run their statements from the first to the last day of each month but we have to select the date if the current month has a different ending date than last month.

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @voyager56,

    I agree that the vast majority of banking financial institutions still use the month end date when the produce statements but not all.  Additionally, to the contrary, many,  - if not most - credit card providers do not use month end dates.  And, these days I expect most folks have more credit cards than bank accounts.  So one size doesn't fit all in this case.

    That being said, I would suggest that you change this post to a "Product Idea" post so that others can consider and vote on your suggestion.  Here's a LINK to the section of the Community where you can post your idea.  Good luck!

    Frankx

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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    I think a more useful suggestion would be to remember what day of the month was used in that account for the last reconcile and use it as a suggestion for this reconcile.

    And in fact, that I remember it working that way at one time.  But these days I reconcile to the online balance daily, so I wouldn't be in the position to check.
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