Trust Reconciliation

Three-Way Reconciliation

Bank Statement Balance
$75,000.00
Trust Ledger Balance
$75,000.00
Client Ledger Total
$75,000.00

All three balances reconciled

PeriodBank BalanceLedger BalanceAdjusted BalanceStatusReconciled By
1 Feb — 28 Feb 2026$51,200.00$51,200.00$51,200.00ReconciledLisa Wong
1 Jan — 31 Jan 2026$38,400.00$38,400.00$38,400.00ReconciledLisa Wong