Does editing a transaction change reconciliation?

Sometimes, and it depends on what you change. Some edits touch the money and some are just labels, and only the ones that touch the money affect whether a statement balances.

Which edits change reconciliation?

Only two:

• The amount. Changing how much a transaction was moves the total for that statement cycle, so CounselPro re-runs reconciliation for it.

• The account. Moving a transaction to a different account (the last four digits) changes which cycle it belongs to, so both cycles get re-checked.

When you make either edit, that statement's cycle is recomputed and marked as hand-corrected, so you can see it was edited by a person. Adding a brand-new transaction has the same effect, since it changes the cycle total.

Which edits leave reconciliation alone?

Everything else. Recategorizing, renaming a merchant, fixing the payment channel, changing the date or the account owner, or starring a row are all labels. They move the transaction around in your spending and income insights, but they do not change the money, so balances and reconciliation stay put.

For checks, setting a check's direction counts as an amount change, because choosing In or Out re-signs the amount. So resolving a flagged check does feed reconciliation once its amount is set. To change a label rather than the money, see how to recategorize a transaction.