Once you have imported all of your transactions into Recap it is important to check the integrity of your data and also fix any errors that Recap has flagged for your attention.
Unidentified Assets and Balance Differences
From the Accounts screen, you can see if any accounts have unidentified assets or balance differences. Click on the given account card to access the Asset Identification or Asset Screen tabs.
For more detail on these warning messages, see the following pages:
Transaction Error Flags
To check through and correct any transactions that we have flagged, head to the Activity screen where you use the ‘All statuses’ dropdown menu.
For more detail on each status, see the following pages: