> On Mar 3, 2026, at 15:04, Kalpesh Patel <[email protected]> wrote:
> 
> I normally put the date that I transact, and then when I reconcile from the 
> downloaded monthly statement comes out I have it updated to the one that 
> financial institution says so.

I also typically use the date I initiate the transaction and generally do not 
change the GC date to match bank statements (although I usually note in the 
description when the bank posted a transaction).  

However, now I am facing a problem that I’m not certain this thread has 
addressed.

I initiated a transaction on one day that just happened to be the day prior to 
a bank statement, and that statement did not include the transaction.  Going 
through the GC reconciliation process, I find that the GC balance cannot match 
the bank balance because the former has included the transaction and the latter 
has not.  To complete the reconciliation, I am forced to change the GC 
transaction date until some time following the bank statement date.

Is that the correct way to handle this or is there some other option that I am 
not thinking of?

Thanks for your help.

Cheers,
Brook

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