Hi, I cannot get my QF account to marry up with my Bank statement. Is there a short cut way of finding a specific amount rather than trying to reconcile a month worth of transactions?
The best way to do this is to use the recon tool, which would allow you to check the balances between certain dates. That way you can check it against your bank statements.
If you have a lot of transactions, you could then check smaller periods.
For example, use the tool to check your statements, let’s say until November 2016. In November 2016, you notice the balance is out by £25, but you have several pages of your statement, so break it down to smaller date ranges - weekly or even daily. That way you can then pinpoint a small timescale to where the error lies, and help rectify it.
I hope that helps, but please let us know if you need further help
Thanks. I will try that.