Steps
Bulk reconciliation helps speed up review when you have many similar lines:
- Use the search bar and status pills to group similar transactions together first.
- Resolve recurring transactions with an Auto Rule so they stop appearing as flagged altogether.
- Work through one status group at a time (e.g. clear all "Suggested" lines before moving to "Needs Attention").
- Use "Reconcile Account" from the Manage dropdown to run a full pass once individual lines are cleared.
Related Articles
- How Bank Reconciliation Works in Sumung
- How to Create Auto Rules in Sumung
- How Often to Reconcile Accounts in Sumung
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