Select the account before reviewing a statement period. The reconciliation picker shows account names and available last digits, and groups accounts into Bank accounts, Credit cards, and Other accounts.
- Open Select reconciliation account.
- Find the account that matches the statement’s name, account type, and last digits.
- Choose it, then verify the period and currency shown in the reconciliation summary.
A familiar name can be ambiguous
Two financial accounts can share a label such as Checking. Use the additional identifiers and the statement itself to avoid reviewing one account against another account’s balances.
Switching accounts changes the available statement periods. Do not assume that the period you reviewed on one account also exists for another. If a linked period is unavailable after the switch, choose an appropriate period from the new account’s list. The account picker’s latest status is a helpful overview, but the selected period detail supplies the current evidence check. Before matching rows or completing a window, confirm the account again in Manage reconciliation. This keeps an otherwise valid match or balance entry from being applied in the wrong account context.
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