I Missed Uploading a Day's Transactions in between on Reckon

Sudhish
Sudhish Member Posts: 8 Reckoner Reckoner
in Accounts Hosted

Hi Team,

I encountered an issue while uploading banking statements in Reckon and could use your help. Here's what happened:

  1. I uploaded a statement for 03.01.2025 to 06.01.2025. After uploading, I matched all the transactions in this statement.
  2. Next, I uploaded the statement for 07.01.2025 to 09.01.2025 and matched all the transactions for this period too.
  3. Later, I realized that the statement I uploaded for 03.01.2025 to 06.01.2025 was incomplete—it only included the transactions for 03.01.2025. The transactions for 06.01.2025 were missing due to an error on my part.

Now that the transactions for the later period (07.01.2025 to 09.01.2025) are already matched, is there a way to upload and reconcile the missing 06.01.2025 transactions without affecting the already matched data?

I’d appreciate any guidance or steps to resolve this issue efficiently.

Thanks in advance!

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