Reconciliation

Match your account to your statement, then lock the matched rows.

When to reconcile

Once a month, when your bank or card statement arrives. Reconciling is how you catch missed transactions, typos in amounts, and duplicates created by sloppy imports.

The flow

  1. Filter the Register to a single account.
  2. Click Reconcile. Enter the ending balance from the statement.
  3. Project Budget shows the cleared balance it knows about and the difference.
  4. If the difference is zero, click Mark cleared as reconciled and you're done.
  5. If the difference is non-zero, you can add an adjustment and reconcile — Project Budget inserts a single transaction to close the gap, then locks everything.

What "reconciled" means

A reconciled transaction is locked. The edit and delete buttons disappear, the row gets a tinted background, and the cleared toggle stops responding. To change one, click Unlock to put it back in editable state — you'll need to reconcile the account again afterward.

This protects past months from accidental drift. If your June reconciliation balanced, the June rows won't quietly change next April.