1. Print or view your monthly bank statement.

2. Work from your bank statement back to your checkbook register.

3. Individually match the cleared items on your bank statement back to the posted items in your checkbook register.  As items have cleared your bank statement, work back to your checkbook transactions in the reconciliation window and clear the items by the selecting the checkbox to the left of the line item.

NOTE: If you find an item that is not recorded in your checkbook but has been posted on your bank statement, you will have to record that item in your checkbook register.  You may click the button, “Add Item”.