A reconciliation might sound scary, but — unlike old-school bank reconciliations — a Puzzle reconciliation is designed to require very little effort and no accounting expertise. Since we already use bank and credit card APIs to directly pull your activity into our system, all your activity should already be listed in Puzzle. Just compare it to your bank or credit card statement (or the activity on the financial provider’s website or app) to make sure nothing is missing.
Ensuring that cash activity and cash balances each month agree between Puzzle and your bank records is a crucial first step towards having confidence in your Puzzle financials and closing your books!