Reconcile Tab

The Reconcile tab gives you a quick look at all your reconciled and unreconciled entries. The quick summary shows the amount of your previous reconciled entries on the left-hand side, and the amount of your current unfinished entries on the right-hand side. The previous reconciled entries section also tells you the date it was reconciled.

Cash Inflows and Outflows

To determine the main sources of your cash inflows and outflows, look at the detailed views. To do this in your Previous Reconciliation tab:

1. Click on the word view.
2. The tree view will give you a visual look. The longer the colored bar, the more cash the category has.

History Tab

The History tab on your Reconcile page will give you a summary and a full report. Your default view is a summary of your reconciliation. It shows your reconciliation, the date it was completed and who it was completed by, your previous balance, net cash, and cash balance. To view a full report: Click.