Bank Reconcile Manager
You can view and manage your bank reconciliation reports, set their default storage location, and exclude them from backups, if needed.
Manage Saved Bank Reconciliation Reports
- On the Other Information tab, click .
- Use the options below the list to filter the view.
- In the list, double-click a report or click Load the Report. The report opens in your default viewer, and you can print it from there.
- You can also delete the report, or open the file location where the report is saved.
Change the Default Storage Folder
If you don't set a storage location for your reports, they'll be saved in the Data folder where your program was installed. A benefit of setting a location other than your Data folder is that your backups and restores will be smaller and faster.
- On the Other Information tab, click .
- In the Default Storage Folder section, click Browse.
- Select a folder, and click OK.
- All reports are saved by default. You can select or clear the report checkboxes to customize which ones you want to save.
- If you don't want to back up these reports at all, select Exclude BankRec*.pdf from Backup.
- Click Save.