{"id":25202,"date":"2025-11-14T11:01:29","date_gmt":"2025-11-14T11:01:29","guid":{"rendered":"https:\/\/synder.com\/help\/?p=25202"},"modified":"2026-10-08T14:32:07","modified_gmt":"2026-10-08T14:32:07","slug":"balance-reconciliation-feature-for-synder-detailed-walkthrough","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/","title":{"rendered":"Balance Reconciliation Feature for Synder (Summary Sync): Detailed Walkthrough"},"content":{"rendered":"\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\"><li class=\"toc-level-1\"><a href=\"#overview-c81df5c8-d90b-4951-bfaa-bbc3816a1bba\">Overview<\/a><\/li><li class=\"toc-level-1\"><a href=\"#preparation-6e96b597-c38c-49f5-abd3-081cefadd834\">Preparation<\/a><\/li><li class=\"toc-level-1\"><a href=\"#balance-reconciliation-processnbsp-39491493-5f31-45dd-9456-1c5e71d51547\">Balance reconciliation process&nbsp;<\/a><\/li><li class=\"toc-level-2\"><a href=\"#access-the-reconciliation-menu-9ea5297b-af28-4dd9-b0b4-11724b0760a8\">Access the Reconciliation Menu<\/a><\/li><li class=\"toc-level-2\"><a href=\"#balance-retrieval-2bc900c0-2b93-42fc-8023-4f2daec373aa\">Balance retrieval<\/a><\/li><li class=\"toc-level-2\"><a href=\"#balance-reconciliation-34ff8817-9d39-4585-9ed4-4f38323610c8\">Balance reconciliation<\/a><\/li><li class=\"toc-level-1\"><a href=\"#if-balances-do-not-match-128c47c7-a1ce-4e8c-8dbe-2636ab643703\">If Balances Do Not Match<\/a><\/li><li class=\"toc-level-2\"><a href=\"#reconciliation-history-2193dfa2-665a-4d08-a3ab-85fc71a9d5ce\">Reconciliation history<\/a><\/li><li class=\"toc-level-1\"><a href=\"#faq-c0d83620-36b3-48c9-966c-49c22d871ab6\">FAQ<\/a><\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"overview-c81df5c8-d90b-4951-bfaa-bbc3816a1bba\"><strong>Overview<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This guide walks you through Synder&#8217;s Balance Reconciliation feature. You will learn how to confirm that your synchronized summaries match the balances in your payment platform. This feature works with daily and payout-based summaries in Summary Sync mode.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use this guide if:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You are using Summary Sync (daily or payout summaries)<\/li>\n\n\n\n<li>You want to confirm balances before posting to accounting<\/li>\n\n\n\n<li>You need to reconcile a clearing account (Stripe, Shopify, PayPal, etc.)<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"preparation-6e96b597-c38c-49f5-abd3-081cefadd834\"><strong>Preparation<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Before you begin, make sure all summaries in the selected period are fully processed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Summary statuses:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Fully fetched<\/strong> \u2013 All transactions imported<\/li>\n\n\n\n<li><strong>Partially fetched<\/strong> \u2013 Some transactions still importing or failed<\/li>\n\n\n\n<li><strong>Pending<\/strong> \u2013 Transactions still being fetched<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If any summaries show a <strong>Partially fetched<\/strong> or <strong>Pending<\/strong> status, resolve them before you start the reconciliation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Note:<\/em><\/strong><em> Most failed transactions include troubleshooting instructions directly in the error message on the individual Transaction List. If you need further clarification, reach out to Synder Support.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"balance-reconciliation-processnbsp-39491493-5f31-45dd-9456-1c5e71d51547\"><strong>Balance reconciliation process&nbsp;<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"access-the-reconciliation-menu-9ea5297b-af28-4dd9-b0b4-11724b0760a8\"><strong>Access the Reconciliation Menu<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once you confirm that all summaries are fully processed, you can start the balance reconciliation.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to <strong>Reconciliation \u2192 Balance Reconciliation<\/strong> in the left-side menu.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"436\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-19.png\" alt=\"Synder left menu showing Reconciliation and Balance Reconciliation option\" class=\"wp-image-27015\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-19.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-19-300x128.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-19-768x327.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-19-60x26.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-19-150x64.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the <strong>clearing account<\/strong> corresponding to the integration being reconciled (e.g., Stripe, Shopify, PayPal).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"308\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-10.png\" alt=\"Selecting the clearing account for balance reconciliation in Synder\" class=\"wp-image-27007\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-10.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-10-300x90.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-10-768x231.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-10-60x18.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-10-150x45.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter the beginning balance and the ending date for the reconciliation period.<\/li>\n\n\n\n<li>Click <strong>Start Reconciliation<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"355\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-11.png\" alt=\"Entering beginning balance and ending date for reconciliation in Synder\" class=\"wp-image-27008\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-11.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-11-300x104.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-11-768x266.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-11-60x21.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-11-150x52.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can reconcile using either the <strong>Ending <\/strong>or the <strong>Turnover balance.<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ending Balance<\/strong> reflects the final balance on the last day of the reconciliation period.<\/li>\n\n\n\n<li><strong>Turnover Balance<\/strong> reflects the total net activity for the selected period.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"balance-retrieval-2bc900c0-2b93-42fc-8023-4f2daec373aa\"><strong>Balance retrieval<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To reconcile accurately, you need to retrieve the correct starting and ending balances from your connected integration.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Example (<strong>Stripe<\/strong>):<br><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Stripe \u2192 Reports \u2192 Balance summary.<\/strong><\/li>\n\n\n\n<li>Set the date range to match the balance reconciliation period in Synder.<\/li>\n\n\n\n<li>Verify that the <strong>time zone<\/strong> in Stripe matches the one set in your Synder organization settings to avoid discrepancies.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"365\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-16.png\" alt=\"Stripe Balance Summary report showing starting and ending balances\" class=\"wp-image-27012\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-16.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-16-300x107.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-16-768x274.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-16-60x21.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-16-150x53.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can calculate the <strong>Turnover Balance<\/strong> as the net total for the period (total inflows minus total outflows).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"balance-reconciliation-34ff8817-9d39-4585-9ed4-4f38323610c8\"><strong>Balance reconciliation<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">After you enter the balances and select the date range, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>Start Reconciliation.<\/strong><\/li>\n\n\n\n<li>Review the list of transactions displayed for the period.<\/li>\n\n\n\n<li>Select transactions that belong to the reconciliation period.<\/li>\n\n\n\n<li>Once the selected transactions bring your balance difference to zero, click <strong>Reconcile.<\/strong><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">How to resolve the difference<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If a <strong>clearing account<\/strong> will not balance, go to <strong>Transaction Reconciliation<\/strong> to find which transactions are causing the difference by comparing your platform data against what was imported to Synder. See <a href=\"https:\/\/synder.com\/help\/transaction-reconciliation-for-summary-sync-validate-your-data-before-you-sync\/\">Summary Sync Transaction Reconciliation<\/a> for the full walkthrough.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"353\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-14.png\" alt=\"Balance reconciliation screen showing transactions to select and reconcile\" class=\"wp-image-27011\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-14.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-14-300x103.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-14-768x265.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-14-60x21.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-14-150x52.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Synder will then <strong>mark this period and the selected transactions as reconciled<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"if-balances-do-not-match-128c47c7-a1ce-4e8c-8dbe-2636ab643703\"><strong>If Balances Do Not Match<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If the balances do not match, first make sure you have synced all summaries for the reconciliation period.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"477\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-17-1024x477.png\" alt=\"Balance reconciliation showing a mismatch that needs investigation\" class=\"wp-image-27013\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-17-1024x477.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-17-300x140.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-17-768x358.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-17-1536x715.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-17-1080x503.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-17-60x28.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-17-150x70.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-17.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To sync missing summaries:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to <strong>Summaries \u2192 Summary List<\/strong>.<\/li>\n\n\n\n<li>Select the reconciliation period.<\/li>\n\n\n\n<li>Filter by <strong>Fetching<\/strong>, <strong>Partially fetched<\/strong>, and <strong>Attention required<\/strong> statuses.<\/li>\n\n\n\n<li>Synchronize summaries with <strong>Ready to sync<\/strong> status.<\/li>\n\n\n\n<li>Investigate summaries with <strong>Attention required<\/strong> status.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"533\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-18-1024x533.png\" alt=\"Filtering summaries by status to find unsynced or attention required items\" class=\"wp-image-27014\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-18-1024x533.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-18-300x156.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-18-768x400.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-18-1536x800.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-18-1080x562.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-18-60x31.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-18-150x78.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-18.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You should investigate any summaries with an Attention required status. Check the error details on each summary for guidance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you synchronize all missing summaries, the statement ending balance should match the total of all synced transactions. At that point, click <strong>Reconcile<\/strong> to complete the process.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"474\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-13-1024x474.png\" alt=\"Balance reconciliation with all summaries synced and matching balances\" class=\"wp-image-27010\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-13-1024x474.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-13-300x139.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-13-768x356.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-13-1536x711.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-13-1080x500.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-13-60x28.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-13-150x69.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-13.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"reconciliation-history-2193dfa2-665a-4d08-a3ab-85fc71a9d5ce\"><strong>Reconciliation history<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Synder records all reconciled periods and their associated transactions in the <strong>Reconciliation History<\/strong> section. From here, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review previously reconciled periods.<\/li>\n\n\n\n<li>Identify transactions included in a specific reconciliation<\/li>\n\n\n\n<li>Investigate balance discrepancies by reviewing matched data<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Additionally, you can review the reconciliation report, which lists every transaction matched to a reconciliation period.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Even if you delete previously reconciled transactions, they will still appear in the reconciliation report for reference.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"422\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-12.png\" alt=\"Reconciliation History showing previously reconciled periods\" class=\"wp-image-27009\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-12.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-12-300x124.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-12-768x317.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-12-60x25.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-12-150x62.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"575\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-15.png\" alt=\"Reconciliation report listing matched transactions for a period\" class=\"wp-image-27016\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-15.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-15-300x168.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-15-768x431.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-15-60x34.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-15-150x84.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If a starting balance discrepancy appears later (for example, because you deleted or edited summaries), you can review and rebalance directly from this page.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"faq-c0d83620-36b3-48c9-966c-49c22d871ab6\"><strong>FAQ<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What happens if a period was reconciled and transactions were later updated (e.g., refreshed COGS)?<\/strong><strong><br><\/strong><strong><br><\/strong>When you update COGS starting from a specific period, Synder deletes and re-adds the affected transactions. <strong><em>Re-added transactions are treated as new and will not remain reconciled. <\/em><\/strong><strong><br><\/strong><strong><br><\/strong>If the COGS update date falls before the end date of an existing reconciliation, those reconciliations will need updates and Synder will flag them with an <strong>Attention Required<\/strong> status.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Can I create overlapping reconciliations?<\/strong><strong><br><\/strong><strong><br><\/strong>No. Reconciliation works sequentially \u2014 each new period builds on the previous one. Synder treats existing reconciled periods as final, so they cannot overlap with new reconciliations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Can I change the reconciliation end date or amounts?<\/strong><strong><br><\/strong><strong><br><\/strong>Yes, but keep in mind that changing the end date or amounts will delete all subsequent reconciliations. Because Synder locks transactions to specific reconciliation periods, editing one period means you must also adjust all following reconciliations to maintain data integrity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>If you need any assistance with your balance reconciliation or your Summary Sync mode, reach out to our<\/em><a href=\"https:\/\/synder.com\/contact\/\"><em> Synder Support Team<\/em><\/a><em> \u2013 we\u2019re happy to help.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview This guide walks you through Synder&#8217;s Balance Reconciliation feature. You will learn how to confirm that your synchronized summaries match the balances in your payment platform. This feature works with daily and payout-based summaries in Summary Sync mode. Use this guide if: Preparation Before you begin, make sure all summaries in the selected period [&hellip;]<\/p>\n","protected":false},"author":2233,"featured_media":0,"comment_status":"open","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-25202","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 v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Balance Reconciliation Feature for Synder (Summary Sync): Detailed Walkthrough - 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-feature-for-synder-detailed-walkthrough\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Balance Reconciliation Feature for Synder (Summary Sync): Detailed Walkthrough - Synder\" \/>\n<meta property=\"og:description\" content=\"Overview This guide walks you through Synder&#8217;s Balance Reconciliation feature. You will learn how to confirm that your synchronized summaries match the balances in your payment platform. This feature works with daily and payout-based summaries in Summary Sync mode. Use this guide if: Preparation Before you begin, make sure all summaries in the selected period [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-14T11:01:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-08T14:32:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-19.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=\"6 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Balance Reconciliation Feature for Synder (Summary Sync): Detailed Walkthrough - 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-feature-for-synder-detailed-walkthrough\/","og_locale":"en_US","og_type":"article","og_title":"Balance Reconciliation Feature for Synder (Summary Sync): Detailed Walkthrough - Synder","og_description":"Overview This guide walks you through Synder&#8217;s Balance Reconciliation feature. You will learn how to confirm that your synchronized summaries match the balances in your payment platform. This feature works with daily and payout-based summaries in Summary Sync mode. Use this guide if: Preparation Before you begin, make sure all summaries in the selected period [&hellip;]","og_url":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/","og_site_name":"Synder","article_published_time":"2025-11-14T11:01:29+00:00","article_modified_time":"2026-10-08T14:32:07+00:00","og_image":[{"url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-19.png","type":"","width":"","height":""}],"author":"George Bylin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"George Bylin","Est. reading time":"6 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/#article","isPartOf":{"@id":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/"},"author":{"name":"George Bylin","@id":"https:\/\/synder.com\/help\/#\/schema\/person\/bdbaa16742639e5b66d1597314150d70"},"headline":"Balance Reconciliation Feature for Synder (Summary Sync): Detailed Walkthrough","datePublished":"2025-11-14T11:01:29+00:00","dateModified":"2026-10-08T14:32:07+00:00","mainEntityOfPage":{"@id":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/"},"wordCount":838,"commentCount":0,"image":{"@id":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/#primaryimage"},"thumbnailUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-19.png","articleSection":["Useful Reconciliation Features","Reconciliation"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/","url":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/","name":"Balance Reconciliation Feature for Synder (Summary Sync): Detailed Walkthrough - Synder","isPartOf":{"@id":"https:\/\/synder.com\/help\/#website"},"primaryImageOfPage":{"@id":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/#primaryimage"},"image":{"@id":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/#primaryimage"},"thumbnailUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-19.png","datePublished":"2025-11-14T11:01:29+00:00","dateModified":"2026-10-08T14:32:07+00:00","author":{"@id":"https:\/\/synder.com\/help\/#\/schema\/person\/bdbaa16742639e5b66d1597314150d70"},"breadcrumb":{"@id":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/#primaryimage","url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-19.png","contentUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2025\/11\/image-19.png","width":1024,"height":436},{"@type":"BreadcrumbList","@id":"https:\/\/synder.com\/help\/balance-reconciliation-feature-for-synder-detailed-walkthrough\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/synder.com\/help\/"},{"@type":"ListItem","position":2,"name":"Balance Reconciliation Feature for Synder (Summary Sync): Detailed Walkthrough"}]},{"@type":"WebSite","@id":"https:\/\/synder.com\/help\/#website","url":"https:\/\/synder.com\/help\/","name":"Synder","description":"Articles &amp; FAQ","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/synder.com\/help\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/synder.com\/help\/#\/schema\/person\/bdbaa16742639e5b66d1597314150d70","name":"George Bylin","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/8601a47ea8d428ff8b1605b1d62c7aba9d415437d1e032d5894c044c85d4d0d3?s=96&d=mm&r=g3b6273c710fbd12b3ae17de825d2d72f","url":"https:\/\/secure.gravatar.com\/avatar\/8601a47ea8d428ff8b1605b1d62c7aba9d415437d1e032d5894c044c85d4d0d3?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8601a47ea8d428ff8b1605b1d62c7aba9d415437d1e032d5894c044c85d4d0d3?s=96&d=mm&r=g","caption":"George Bylin"},"url":"https:\/\/synder.com\/help\/author\/egorbylin\/"}]}},"author_meta":{"display_name":"George Bylin","author_link":"https:\/\/synder.com\/help\/author\/egorbylin\/"},"featured_img":null,"coauthors":[{"link":"https:\/\/synder.com\/help\/author\/egorbylin\/","display_name":"George Bylin"}],"tax_additional":{"categories":{"linked":["<a href=\"https:\/\/synder.com\/help\/category\/reconciliation\/useful-reconciliation-features\/\" class=\"advgb-post-tax-term\">Useful Reconciliation Features<\/a>","<a href=\"https:\/\/synder.com\/help\/category\/reconciliation\/\" class=\"advgb-post-tax-term\">Reconciliation<\/a>"],"unlinked":["<span class=\"advgb-post-tax-term\">Useful Reconciliation Features<\/span>","<span class=\"advgb-post-tax-term\">Reconciliation<\/span>"]}},"comment_count":"0","relative_dates":{"created":"Posted 12 months ago","modified":"Updated 3 weeks ago"},"absolute_dates":{"created":"Posted on November 14, 2025","modified":"Updated on October 8, 2026"},"absolute_dates_time":{"created":"Posted on November 14, 2025 11:01 am","modified":"Updated on October 8, 2026 2:32 pm"},"featured_img_caption":"","series_order":"","authors":[{"term_id":338,"user_id":2233,"is_guest":0,"slug":"egorbylin","display_name":"George Bylin","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/f50473ce787fb38253d91b43cc6c06f52c8dc20daa581a7d6c72737215462835?s=96&d=mm&r=g","author_category":"","first_name":"","last_name":"","user_url":"","job_title":"","description":""}],"_links":{"self":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/25202","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/users\/2233"}],"replies":[{"embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/comments?post=25202"}],"version-history":[{"count":15,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/25202\/revisions"}],"predecessor-version":[{"id":32662,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/25202\/revisions\/32662"}],"wp:attachment":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/media?parent=25202"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/categories?post=25202"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/tags?post=25202"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/ppma_author?post=25202"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}