What it does

A reminder to run on a schedule — for example on the 5th of each month. It looks at last month and at the months you have sealed, and sends you a notification only when there is something to do:

• Last month is not sealed yet, with how many of its statement lines are not in your books yet (or that none are imported).
• A sealed month changed afterwards. Ledger book does not lock a sealed month, so an entry can still be posted into it. For each of the last twelve sealed months this compares the books' bank balance at the month's end, and the number of entries in the month, with what they were when you sealed it. Seal again on Close the month accepts the change.

When there is nothing to do it sends nothing. A month you unsealed is left alone — no reminder and no alerts — until you seal it again.

Setting the schedule

Open this workflow and add a schedule. It only reads: it never books, links or closes anything, so it runs on a schedule without asking you for approval.

What it cannot see

An entry edited in place, when the edit keeps the same number of entries and doesn't touch the bank account (for example an amount moved between two expense accounts), leaves both figures unchanged.

Channels

Leave Notification channels empty and it reaches you on every channel you have set up in Recued: in-app always, and Slack, Telegram or email once you have set them up. To use only some, list them in the box, for example: slack, email.