How to Change a Reconciliation Date?
Linderlouwho
Member Posts: 1
When opening my Wave account, I decided to input one year of activity. So, I have been inputting the bank statement and reconciling it. However, the reconciliation date default to today and one of the times from the March 2019 Statement, I neglected to change the default date from Jan 2020 to March 2019. Now, it's only allowing me to reconcile for a 9 month period instead of one month. I can't figure out how to get it to allow me to change the ending bank statement date from Jan 2020 to March 2019.
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Hey @Linderlouwho , if you click the pencil icon next to the amount under the statement balance, you can change both the date and the amount.
I have attempted to change the date and the statement balance and neither work. Currently I have Jan 3, 2020 (Green Check) - Jan 20, 2020 (RED -Typed in wrong date for reconciliation) - Feb 3, 2020 (Green Check). How to remove/delete Jan 20, 20202? FOUND IT! Click the "Pencil Icon" and look for a little TRASHCAN icon lower left.