Reconciliation period

The statement start and end dates whose activity is being tied to an account balance.

In Solo Superstars

Where it is used: The Reconcile screen uses this range to decide which bank transactions are in scope and what ending balance must tie.

Example

A January 7–February 6 card statement is reconciled as that exact period, not forced into a calendar month.

Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.

Also called

  • statement period
  • reconcile period

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