Short Answer: Click the "View all" button at the bottom of the Reconciliation card on the Home page.
PreRequisites
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Be signed in to your CleverBalance account.
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Be on the Home page.
Steps
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Open the Home page and locate the Reconciliation card (titled "Reconciliation").
The card displays a short list of reconciliations along with a "View all" button. -
Click the "View all" button at the bottom-left of the card.
The full reconciliations list opens. -
From the full list, select any reconciliation and click "View report" to open its details.
The individual reconciliation report loads.
Troubleshooting
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The "View all" button is not visible.
Likely Cause: Your account currently has no reconciliations, so the card shows "New reconciliation" instead.
Action: Click "New reconciliation" to create one, or confirm you are using the correct account.
Note: If you expect to see older reconciliations but they are missing, verify the account initials or workspace shown in the top-right corner.