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Balancing Your Investment Club's Books in myICLUB |
9/17/2025 |
Learn how to find and correct errors in your club's records.
In our September 2025 myICLUB webinar, Sean Pulrang reviewed the tools available in myICLUB.com to help treasurers with the monthly task of balancing the club's books, reconciling transactions so that the bank and brokerage account statements match with the club's records. Besides demonstrating the Reconciliation Wizard, he also review the advanced search tool that can help users find errant transactions.
The replay is available on our YouTube channel, or you can view the replay on demand right here:
The PDF handout of the presentation slides is also available for download.
myICLUB.com is the world's most popular tool for investment club accounting and operations. Sign up for a free trial to see for yourself why thousands of investment clubs choose myICLUB.com to manage their club's books and operations.
For more on tools for investment club accounting, operations, and tax preparation, please visit https://www.myICLUB.com.