{"id":25189,"date":"2025-11-03T14:17:43","date_gmt":"2025-11-03T14:17:43","guid":{"rendered":"https:\/\/synder.com\/help\/?p=25189"},"modified":"2026-09-22T13:45:07","modified_gmt":"2026-09-22T13:45:07","slug":"balance-reconciliation-starting-balance-discrepancy-explained","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/","title":{"rendered":"Balance Reconciliation for Summary Sync: Understanding and Resolving Starting Balance Discrepancies"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">When working with Synder Summaries, you can reconcile your data period by period (for example, monthly or by payout). However, if some of the transactions from a previously reconciled period were deleted from Synder, the <strong>starting balance of the next reconciliation may no longer match the expected total<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When this happens, Synder will display a banner notifying you about the discrepancy, and the affected reconciliations will be marked as <strong>\u201cAttention required.\u201d<\/strong><strong><br><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before continuing with new reconciliations, it\u2019s important to review and resolve this difference to ensure accuracy across periods.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"448\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1-1024x448.png\" alt=\"\" class=\"wp-image-25193\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1-1024x448.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1-300x131.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1-768x336.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1-1536x672.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1-1080x473.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1-60x26.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1-150x66.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Example: How a starting balance discrepancy occurs<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s say, you reconciled <strong>January 2025<\/strong> with the following balances:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starting balance (Jan 1):<\/strong> $0<br><\/li>\n\n\n\n<li><strong>Ending balance (Jan 31):<\/strong> $500<br><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Within January, you had several transactions:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Transaction<\/strong><\/td><td><strong>Type<\/strong><\/td><td><strong>Amount<\/strong><\/td><\/tr><tr><td>Payment #1<\/td><td>Payment<\/td><td>$12.00<\/td><\/tr><tr><td>Expense #1<\/td><td>Expense<\/td><td>$0.12<\/td><\/tr><tr><td>Payout #2<\/td><td>Transfer<\/td><td>$11.88<\/td><\/tr><tr><td>Payment #3<\/td><td>Payment<\/td><td>$520.00<\/td><\/tr><tr><td>Expense #3<\/td><td>Expense<\/td><td>$20.00<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">At that time, everything balanced correctly, and the month was successfully reconciled.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Later, <strong>Payment #1<\/strong> and <strong>Expense #1<\/strong> were deleted from the Summary (for example, after a re-sync or manual deletion).<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Because those two transactions have been removed from the dataset, the reconciliation for January no longer adds up, and you\u2019ll now see a <strong>starting balance difference of $11.88<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to fix the starting balance difference<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Reconciliation \u2192 Reconciliation history.<\/strong><strong><br><\/strong><\/li>\n\n\n\n<li>Look for any reconciliation marked as <strong>\u201cAttention required.\u201d<\/strong><strong><br><\/strong>These are the reconciliations causing the discrepancy.<br><\/li>\n\n\n\n<li>Open each reconciliation and <strong>reselect the correct transactions<\/strong> to balance it again.<br><\/li>\n\n\n\n<li>Once the balances align, <strong>save<\/strong> the reconciliation.<br><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Pro <\/strong><strong>t<\/strong><strong>ips<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Review original details:<\/strong><strong><br><\/strong>Click <strong>\u201cView report\u201d<\/strong> next to any reconciliation to see which transactions were originally included when it was saved.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"499\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1024x499.png\" alt=\"\" class=\"wp-image-25192\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1024x499.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-300x146.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-768x374.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1536x749.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1080x527.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-60x29.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-150x73.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Easily spot missing items:<\/strong><strong><br><\/strong>When editing a reconciliation, use the <strong>\u201cNot selected\u201d<\/strong> filter to view all excluded transactions quickly. This can help you identify which ones need to be added to restore the balance.<br><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>In summary<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Starting balance discrepancies occur when reconciled transactions are deleted or altered after reconciliation. Reviewing affected periods and reselecting the right transactions will bring your balances back in sync and keep future reconciliations running smoothly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>If you need any assistance with your Summary Sync organization, reach out to our<a href=\"https:\/\/synder.com\/contact\/\">\u00a0Synder Support Team<\/a>\u00a0\u2013 we\u2019re happy to help.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When working with Synder Summaries, you can reconcile your data period by period (for example, monthly or by payout). However, if some of the transactions from a previously reconciled period were deleted from Synder, the starting balance of the next reconciliation may no longer match the expected total. When this happens, Synder will display a [&hellip;]<\/p>\n","protected":false},"author":2318,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":"","_ppma_block_editor_authors":""},"categories":[384,56],"tags":[],"ppma_author":[338],"class_list":["post-25189","post","type-post","status-publish","format-standard","hentry","category-useful-reconciliation-features","category-reconciliation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Balance Reconciliation for Summary Sync: Understanding and Resolving Starting Balance Discrepancies - Synder<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Balance Reconciliation for Summary Sync: Understanding and Resolving Starting Balance Discrepancies - Synder\" \/>\n<meta property=\"og:description\" content=\"When working with Synder Summaries, you can reconcile your data period by period (for example, monthly or by payout). 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When this happens, Synder will display a [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-03T14:17:43+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-22T13:45:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1-1024x448.png\" \/>\n<meta name=\"author\" content=\"George Bylin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"George Bylin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Balance Reconciliation for Summary Sync: Understanding and Resolving Starting Balance Discrepancies - Synder","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/","og_locale":"en_US","og_type":"article","og_title":"Balance Reconciliation for Summary Sync: Understanding and Resolving Starting Balance Discrepancies - Synder","og_description":"When working with Synder Summaries, you can reconcile your data period by period (for example, monthly or by payout). 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When this happens, Synder will display a [&hellip;]","og_url":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/","og_site_name":"Synder","article_published_time":"2025-11-03T14:17:43+00:00","article_modified_time":"2026-09-22T13:45:07+00:00","og_image":[{"url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1-1024x448.png","type":"","width":"","height":""}],"author":"George Bylin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"George Bylin","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/#article","isPartOf":{"@id":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/"},"author":{"name":"buffyclaw","@id":"https:\/\/synder.com\/help\/#\/schema\/person\/cf5e26ded736dff85bcd55f6bf17b697"},"headline":"Balance Reconciliation for Summary Sync: Understanding and Resolving Starting Balance Discrepancies","datePublished":"2025-11-03T14:17:43+00:00","dateModified":"2026-09-22T13:45:07+00:00","mainEntityOfPage":{"@id":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/"},"wordCount":362,"image":{"@id":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/#primaryimage"},"thumbnailUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1-1024x448.png","articleSection":["Useful Reconciliation Features","Reconciliation"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/","url":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/","name":"Balance Reconciliation for Summary Sync: Understanding and Resolving Starting Balance Discrepancies - Synder","isPartOf":{"@id":"https:\/\/synder.com\/help\/#website"},"primaryImageOfPage":{"@id":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/#primaryimage"},"image":{"@id":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/#primaryimage"},"thumbnailUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1-1024x448.png","datePublished":"2025-11-03T14:17:43+00:00","dateModified":"2026-09-22T13:45:07+00:00","author":{"@id":"https:\/\/synder.com\/help\/#\/schema\/person\/cf5e26ded736dff85bcd55f6bf17b697"},"breadcrumb":{"@id":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/#primaryimage","url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1.png","contentUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-1.png","width":1600,"height":700},{"@type":"BreadcrumbList","@id":"https:\/\/synder.com\/help\/balance-reconciliation-starting-balance-discrepancy-explained\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/synder.com\/help\/"},{"@type":"ListItem","position":2,"name":"Balance Reconciliation for Summary Sync: Understanding and Resolving Starting Balance Discrepancies"}]},{"@type":"WebSite","@id":"https:\/\/synder.com\/help\/#website","url":"https:\/\/synder.com\/help\/","name":"Synder","description":"Articles &amp; 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