After spending 45 days with Simplifi, I have learned a lot, and this learning is also from how helpful the Community has been and will be as I learn more. Thank you all. (If this has been discussed or partially discussed, please pardon.)
One of the questions I have is “how are others doing the account reconciliation” as well as “making sure that there are both sides of the transactions in the accounts.” I have set my transactions to be with one color flag (purple) as they are downloaded and with my first attempt at reconciling, I change the color flag (green) and mark the transaction as reconciled. For the first time reconciling, I filtered for the purple flag in each account and then marked each transaction as reconciled and change the color flag to green. After working with Simplifi each time, I scan my transactions to be sure that none of the purple flags are marked with the green reconcile. I do this check since Simplifi will mark a transaction as reconciled.
Also, without a reconciliation report, I must just be careful that I have all the transactions, and they are marked with a green flag and reconciled. It would be helpful to have a reconciliation report for transactions that are not marked reconciled and use the statement date to select transactions that are not marked reconciled.
