How do I reconcile?

Bank reconciliation ensures financial records match statements, catching errors and irregularities.

Reconcile accounts in Hedgi by:

1. Clicking the “R” tab – red means unreconciled
2. Entering statement date and ending balance
3. Clicking “Start Reconciling”
4. Verifying the balance difference is 0
5. Finishing reconciliation once balanced

If unbalanced:

• Add missing transactions
• Delete duplicates
• Re-check until reconciled

Key benefits:

• Confirms accuracy of financial data
• Catches mistakes and discrepancies
• Keeps records current and reliable
• Enables informed financial decisions

Regular reconciliations give assurance that Hedgi precisely reflects your accounts. Quickly validate transactions to maintain accuracy and detect issues early.