Reconciling with online balances, not account statements

[jono]

Hi @glenviewjeff ,
Take a look at this post for a possible solution:

Comparing net value of all transactions for an account against actual bank balances

Hi @davidmark , I agree having a way to compare the transactions against the actual balances provides a useful check to make sure the Transactions and Account Balances sheets are accurate. I have a sheet where I list all the accounts that i want to reconcile. Not all accounts are automatically tracked by Tiller (Home, Accounts Receivable, etc), so I only list the Tiller tracked ones. For each account on the sheet, I have a row with: Account Name (used for lookups) The current balance from t…

Jon