Reconciliation wizard

In the best case scenario, reconciling currently requires 4 clicks per account which adds up fast if you have lots of accounts. Would be cool to be able to reconcile all accounts at once through a single dialog / experience - reducing to as low as 3-4 clicks total.This should probably live on the Accounts tab.Requirements- Single screen with a looks good / different balance toggle for each account (defaulting to looks good)- Perform the sync comparison across all bank-linked accounts simultaneously- For any marked by user as looks good, reconcile- For any marked by user as different balance, initiate a guided experience that takes them through each account page to reconcile manually (or just add a flag to each account requiring review if that's easier) Migrated from UserJot · originally requested Jun 2026 · 10 votes.