Features / Review & monthly close
Finish the month with numbers you have checked
Review uncertain activity, inspect automatic filing, and reconcile a completed month before making its records read-only.
Review what needs attention
Resolve uncertain categories and transfer suggestions, confirm recurring patterns, and inspect auto-filed transactions.
A guided checklist
Match transfers, categorize, spot-check auto-filed activity, confirm recurring items, post set-asides, and reconcile accounts.
Close in order
Start with the earliest unsealed month that has fully ended. The current month remains open.
Seal and reopen
Seal once required checks are complete. Use the reopen flow when a correction is needed instead of silently changing a closed month.
A practical example
Match a checking withdrawal to its credit-card payment so it is not counted as another purchase. Finish the close checklist and reconcile the completed month before sealing it. Reopen the month when corrections are needed.
The checklist gives a completed month a clear finish; the time needed depends on the records that need attention.