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How to Mark Transactions as Reconciled in Sumung

A transaction is marked reconciled by confirming it on the Review Transactions tab - there's no separate manual "reconciled" checkbox.

Steps

  1. Open the account's Review Transactions tab.
  2. Open a flagged line under Needs Attention, Suggested, or Escalated.
  3. Confirm the category, contact, or match is correct, then accept it.
  4. The line moves to Completed, and once every line is resolved the tab shows "All Caught Up!"

Related Articles

  • How Bank Reconciliation Works in Sumung
  • How to Undo Reconciliation in Sumung
  • How to Understand Status Counters in Sumung

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