Reconciling Accounts
At the end of your account's monthly
cycle, you can compare your Moneyspire data with your actual
account statement received from the bank, and make any necessary
adjustments to make your data match your statement. To reconcile
an account, first click on the account on the left side and then click the Reconcile button.
After
inputting your bank statement's date and balance, you will be presented
with a screen containing all of your unreconciled transactions. You can then compare the items on the screen with your
statement and clear any uncleared items, or add any missing
transactions such as bank charges or interest. Once the Cleared Balance and Target Balance match, you are done reconciling your account.