reconcile postponed

  • 1
  • Problem
  • Updated 4 weeks ago
After neglecting to reconcile my accounts for 5 months I finally got around to doing it.  The balances match and the finish button is enabled.  However, when I click finish, and after waiting for the home screen to load, a banner is displayed that says, "Your reconciliation has been postponed."  I've tried de-selecting and re-selecting transactions (as a guess).  However, each time I attempt to reconcile two of my accounts, the same message is displayed.

To help with debugging, one of the accounts is attempting to reconcile 524 transactions.

Thanks
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kevin.vanleer

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  • frustrated

Posted 4 weeks ago

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Alex Park, Official Rep

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Hi kevin.vanleer,

Sorry for the difficulties Reconciling your Accounts. As it seems you suspect, this issue is occurring because the Reconciliation process is timing out before it can finish processing the high number of transactions you're trying to Reconcile at once. There are two ways you can proceed forward from here to get your Accounts Reconciled. First, you can Reconcile month-by-month starting from the last month you didn't Reconcile up to the latest month.

The second option is to do a Reconciliation in chunks. You can do this following the instructions below:
  • Click to Reconcile, but set the Previous Balance to 0.00 and change the date to a month or two from the previous successful Reconciliation to limit the number of transactions you're trying to Reconcile at once. Keep the Statement Balance as the actual Statement Balance you wish to use.
  • Start the Reconcile process and Clear every transaction. You should end up with some Left to Clear balance. Copy or otherwise note this Left to Clear figure, and Postpone the Reconcile.
  • Start the Reconciliation again, but this time put that Left to Clear number in as the Previous Balance.
  • You should now be able to finish the Reconciliation up to the intermediate date. Repeat this process in small chunks until you reach your statement date.
  • Following this process should allow you to Reconcile those transactions.

As a note for the future, generally around 100 transactions is the amount where Reconciliations start having trouble processing -- if this happens one of the two methods above should solve your issue.

Hope that helps!