Reconcile Window Boundary Inclusion Check

Keep transactions dated after the statement end out of the current reconciliation. Preparation only, not an account action.

What to provide

Statement end date, candidate transactions and their dates.

How it works

1. Record the statement end date.
2. Compare each candidate transaction date against it.
3. Flag after-end transactions selected for the current reconciliation.
4. Return the boundary check without reconciling.

The output

transaction | date | statement_end | inside_window | selected | exclude_flag | reconcile_unproved

Worked fictional example

Fictional statement ends June 30; a July 2 deposit is selected for the June reconciliation. Including it clears the difference now and reopens it next month.

Checks and limits

Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

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Method: reviewed source. Demand lead: Oct15 live AIS Search Console: marketing Copilot37 impressions, Planable/Claude45, Planable/ChatGPT24, campaignbrief12, investoragent19, MuseIndia115, cashflowforecasting13. Social calendar/reporting topics follow parent-query leads; other professions follow documented workflow needs, not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured. Checked October 15, 2026.