reconciling accounts
Hello - I am trying to flag a few accounts on my dashboard where "all transactions" are listed that need reconciling. After you download recent transactions there is a dot next to the accounts that require attention. Is there a way to flag or bring the dot back after you click into an account to reconcile it, but need to find missing entries before you complete the process? Am I missing something? thank you
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Is there a way to flag or bring the dot back after you click into an account to reconcile it, but need to find missing entries before you complete the process?
The dot next to the account shows that there are unreviewed downloaded transactions in the account, (Go to Settings > Sidebar and make sure Account Activity Indicators is set to the second option, "Highlight accounts with unreviewed transactions"). The blue dot next to the account will be visible as long as there are one or more transactions which are not reviewed. If you don't have any transactions in the account with blue icons in the status column, you can Control-click on a transaction snd on the pop-up menu, select Set Status of Selected Transactions to > Not Reviewed.
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