Linked bank account reconciliation

Is there a way to reconcile transactions with the linked bank account each month?

6 Likes

This should absolutely be a feature, especially for accounts where the automatic download feature doesn’t work.

This is a challenging request because Stessa imports transactions once from linked accounts, but then gives you total freedom to update, change, delete, etc. each line item. This is essential because many rental property owners do not have separate dedicated financial accounts for their properties. This flexibility means that subsequent reconciliation of account balances between Stessa and the financial account is not always possible.

It seems that a financial tool like Stessa should have a reconciliation tool. Perhaps the rental property owners that don’t have separate financial accounts for their properties wouldn’t be able to use it, but not having a reconciliation tool is a large hole for a system like Stessa.