What is the easiest way to see what CB thinks the bank balance is?

Question asked by Tom Trainer 9 years ago

Hi,

It is very easy to see the ledger bank balance, (eg on the dashboard) but it is not so easy to see what Clear Books thinks the statement balance is. The quickest way is (from the dashboard):

  1. click the name of the account;
  2. click on "View bank reconciliation"
  3. enter a number in "Actual balance on this date"
  4. Click "View"
  5. Look at the line that says "Excluding unreconciled items Clear Books thinks your bank balance on 31/12/2015 is"

Is there a quicker way than this?

Thanks for your help.

Kind regards, Tom

2 Replies

Hi Tom

You're spot on, this is the only way. I tend to just leave the actual balance empty and click on view to see the "Clear Books thinks" balance.

Cheers Paul

Thanks Paul.

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