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 quickly identify if any accounts have unidentified assets or balance differences.
To resolve these, click on the relevant account card and navigate to the Asset Identification or Asset Screen tabs.
For more detail on these warning messages, see the following pages:
Transaction Error Flags
To review and correct any flagged transactions, go to the Activity screen and use the ‘All statuses’ dropdown menu to filter and address any issues.
For more detail on each status, see the following pages: