Short Answer: From Home, open the Reconciliation card and click the yellow "New reconciliation" button.
PreRequisites
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Be signed in to your CleverBalance account.
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Be on the Home page (header shows "Welcome back, John").
Steps
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Open the Home page and locate the Reconciliation card (card title "Reconciliation").
The Reconciliation card and the yellow "New reconciliation" button are visible. -
Click the "New reconciliation" button on the Reconciliation card.
The reconciliation setup/creation flow begins. -
Follow the on-screen prompts in the setup flow to configure data sources and run the reconciliation.
The new reconciliation is created and will appear in the Reconciliations list after it runs.
Troubleshooting
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The "New reconciliation" button is not visible and you see a list of reconciliations instead.
Likely Cause: Your account already has reconciliations, so the Home card shows recent runs.
Action: Use the "View report" links or click "View all" to manage existing reconciliations.
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Clicking "New reconciliation" does nothing.
Likely Cause: Temporary network or browser loading issue.
Action: Reload the page, check your internet connection, or try a different browser.
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You expected to see "New reconciliation" but Home shows a different account.
Likely Cause: You are signed in to the wrong account.
Action: Check the account initials in the top-right corner (for example "PS") and sign in with the correct account.
Note: If the issue persists after refreshing, capture a screenshot of the Home header and the Reconciliation card and share it with support.