Reconciled Item Date Change Review

Review reconciled transactions whose dates changed after reconciliation. Preparation only, not an account action.

What to provide

Prior reconciliation report and current transaction dates.

How it works

1. Record the prior reconciled date per transaction.
2. Compare against the current date on each item.
3. Flag items whose dates moved across the reconciliation boundary.
4. Return the review without undoing reconciliation.

The output

transaction | reconciled_date | current_date | moved | boundary_crossed | undo_unproved

Worked fictional example

Fictional receipt reconciled in September now shows October 2. The move shifts 300 of expense across the period boundary; the prior close no longer ties without an explanation.

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.

More bookkeepers workflows · How-to guides

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.