Hi MichelleH ,

Thanks for reaching out! It sounds like some transactions are missing from your reconciliation view. This can happen if the transactions fall outside the statement date range you’ve entered, or if they have not been marked correctly as cleared in the system.

Here are a few steps you can try:

1. Check Transaction Dates: Ensure that the missing transactions fall within the statement start and end dates you’ve selected during the reconciliation setup.

2. Verify Cleared Status: Confirm that the transactions have been marked as cleared. Transactions that are not cleared won’t appear in the reconciliation list.

3. Adjust Statement Dates: Sometimes, minor adjustments to the statement start or end dates can help capture all relevant transactions.

For more detailed steps, you can refer to these articles: Sage KB - Missing Transactions and Bank Reconciliation Guide.

If this helps please mark it as verified :)

Warm Regards,
Erzsi

Hi Erzsi,

Thanks for the info!  I think my problem is that the transactions haven't been cleared yet.  So if you wouldn't mind, here is my follow up question:

When I am in the "Bank Account" section of Sage I can see on the right side "261 New Transactions" (see image clip below).

When I click on this it takes me to "Incoming Bank Transactions".  From here, do I "Select All" then click "Clear All"?  Once this is done, I'm assuming they should all be "cleared" and show up for reconciliation?  

Also, can I skip creating rules for these transactions at this time and do it in the future?

Thanks!

Michelle

Hi MichelleH 

261 New transactions will have to be created first, once they are posted they will automatically contain "clear status" in the bank reconciliation page.

You don't have to create Banking rules, you can categorize manually and the system will learn your selections as you use it periodically.

Sage Business Cloud Accounting - Bank Feeds (Canada)

https://youtu.be/GgQXrxWxj3c

Hi MichelleH 

261 New transactions will have to be created first, once they are posted they will automatically contain "clear status" in the bank reconciliation page.

You don't have to create Banking rules, you can categorize manually and the system will learn your selections as you use it periodically.

Sage Business Cloud Accounting - Bank Feeds (Canada)

https://youtu.be/GgQXrxWxj3c