Show last reconciled date for all accounts

  • 1
  • Idea
  • Updated 5 months ago
It currently seems quite hard to find unreconciled account transactions (expenses / account transfers). (See also my "Advanced Search to distingush between Account Transfers and Envelope Transfers" idea, just posted.)

For various reasons I track quite a lot of accounts in GB, so this makes it hard to find when I last reconciled each account.

So, would it be possible to show, in one place, the Last Reconciled date for all accounts? If you don't want to clutter up the account list on the main page, perhaps it could be a Report.

Thanks.
Photo of Steve

Steve

  • 5 Posts
  • 1 Reply Like

Posted 2 years ago

  • 1
Photo of Karisa Russell

Karisa Russell, Official Rep

  • 1712 Posts
  • 221 Reply Likes
Hi Steve, 

Thanks for posting! I've added your suggestion to our tracker. 

Currently, you can find the 'Last Reconciled' date by clicking on the Account, and then on 'Reconciled.' 

You can also find unreconciled transactions by clicking on the Account, and then using the Advanced search for filter for 'Status' > 'Not cleared / Reconciled.' 

Thanks
Photo of Tiffany Kucifer

Tiffany Kucifer

  • 64 Posts
  • 27 Reply Likes
I see it's been a while but I'm just getting started with account reconciliation and this was one of the first issues I noted. In order to see when an account was last reconciled, I have to go into each account and pretend to go through the process again. (I too follow several accounts) It would be nice if it were showing on either the "accounts" tab or even next to the balances when that account is selected.  Just adding my vote!
Photo of Alex Park

Alex Park, Official Rep

  • 265 Posts
  • 56 Reply Likes
Hi Tiffany,

I've added your vote to our tracker! Thanks for commenting.