bluejay

reconcile bluejay against your bank statement

once a month, sit down with your bank statement and your bluejay list side-by-side. for each statement line, match a bluejay row. anything unmatched goes one of two ways — log it now, or research it.

3 steps~2 min
  1. 1

    filter bluejay to last month

    use the date-range filter.

  2. 2

    tick off each statement line

    match by amount + date + memo. for any statement line you can't find in bluejay, log it now (an expense you forgot to record).

  3. 3

    for any bluejay row that's not on the statement

    either it's still in flight (a check that hasn't cleared) or you logged it twice. void the duplicate; leave the in-flight ones for next month.

    tip

    an hour a month here saves a 6-hour scramble at tax-time. set a calendar reminder for the 5th of every month — by then the prior month's statement is final.

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