How to Refresh Reconciliation Report Without Losing Manual Matches (Excel)

Ever had to redo manual matches just because new data came in?

In this video, we show you how to use the Refresh Reconciliation feature in Excel to update your report while keeping all your existing manual matches intact.

This is especially useful for accountants, financial analysts, and anyone doing transaction reconciliation regularly.

🔹 What you’ll learn:

How to refresh a reconciliation report with new data
How to preserve manual matches (no rework needed)
Best practices when appending new data
When to use Refresh vs Generate Report

🔹 Key tip:
Always append new rows — do not delete or reorder existing data.

🔹 Try it yourself:
https://appsource.microsoft.com/en-us/product/office/WA200002531?mktcmpid=youtube_refresh_reconcile

🔹 Perfect for:

Account reconciliation
Bank reconciliation
Financial reporting
Excel automation

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Видео How to Refresh Reconciliation Report Without Losing Manual Matches (Excel) канала Power Reconcile