I had switched my checking account from Paper to Online reconciling years ago and decided I really preferred reconciling to my paper statements. I went to switch back a few times and received the ominous warning:
I finally bit the bullet and made a backup and began my journey.
I clicked "yes" and went back about three years to my checking account statement dated 1/15/2022. I then selected all the transactions from 12/15/2021 to present, right clicked and selected 'reconciliation status' and then selected 'not reconciled'. This reset all my transactions.
I next began reconciling to paper statements beginning with the 1/15/2022 one. When I finished it, I made a balance adjustment in December 2020 and then went through the process and reconciled each statement, sometimes doing two at time.
As a result, I was able to identify multiple missing transactions pretty easily and get myself back on track. The goal was track spending, so identifying missing transactions was key. I thought three years of accuracy was adequate for my goals so that's why I chose 1/15/2022.
Overall, I'm pretty happy with the process and wanted to post this to assist other folks in this position.
Thanks for reading…
