CalCPA Article Instant Reconciliations

When you have two different lists that you need to compare, how do you do it? For example, you want to identify which items on one list (e.g., a check register) appear on the other (e.g. bank activity)? I used to print both lists, grab a ruler and go down row by row ticking items with my pencil.

The good news is that we have some updated tools that can help us automate this type of task. I’ll illustrate these tools using a classic bank reconciliation because most readers are familiar with it. However, the techniques presented here will apply to just about any list comparison.

Check out the full article.

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Jeff Lenning

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