Revealing the running balance

When I work with clients, they typically share their screens with me. We’re often working on reconciling their accounts and I’ve learned that many of my clients aren’t aware of the Show Running Balances setting that’s hidden under the View dropdown next to the search box in any account screen.

Here’s a photo of what I’m talking about.

It’s a game changer. Knowing your running balance helps you compare your balance with the bank’s (or credit card company’s) balance and it makes figuring out any discrepancies while reconciling much easier.

The setting doesn’t always stick, but now that you know about it, you know that it’s easy to just click the word View and select it again if need be!