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Records runtime compatibility canary

by recued-core v1 31 views

Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.

Complete workflow

Month-end closer 11 pinned recipes

Use Month-end closer in Recued to bring your imported bank statement into your Ledger book once a month: book or match every line, check the books against the statement, explain what changed since last month, and close the month with a package for your accountant. It installs Ledger book and Bank statement import too; give both Read + write. It includes 13 built-in actions and 10 ready-to-run workflows. Actions that change data use Recued's approval controls.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Use “Link your bank account” in Recued. Tell Month-end closer, once, which Ledger book account your imported bank statement belongs to.

pack:month-end-closermonth-endbank-reconciliationrecords
by recued-core pinned v1

Use “Month to close” in Recued. See, for one month, which lines of your bank statement are already in your Ledger book and which are not yet.

pack:month-end-closermonth-endbank-reconciliationrecords
by recued-core pinned v1

Use “Book bank lines” in Recued. Tick bank statement lines that are not in your Ledger book yet and book them to one of your existing accounts in a single step.

pack:month-end-closermonth-endbank-reconciliationbookkeeping
by recued-core pinned v1

Use “Match lines typed by hand” in Recued. Link bank statement lines to entries you already typed into your Ledger book, so the same money is never booked twice.

pack:month-end-closermonth-endbank-reconciliationbookkeeping
by recued-core pinned v1

Use “Book as suggested” in Recued. Book bank statement lines to the account your earlier bookings or your AI model suggest, ticking only the suggestions you agree with.

pack:month-end-closermonth-endbank-reconciliationbookkeeping
by recued-core pinned v1
Show all 11 recipes

Use “Suggest accounts with AI” in Recued. Ask your AI model which of your Ledger book accounts each new bank statement line belongs to, and keep its answers for you to review.

pack:month-end-closermonth-endbookkeepingai
by recued-core pinned v1

Use “Close the month” in Recued. Check your books against your bank statement's closing balance, then seal the month and copy a package for your accountant.

pack:month-end-closermonth-endbank-reconciliationbookkeeping
by recued-core pinned v1

Use “Reopen a month” in Recued. Unseal a month you sealed so its lines can be booked, matched and explained again. Its figures are kept, so sealing it again takes one click.

pack:month-end-closermonth-endbookkeepingrecords
by recued-core pinned v1

Use “Explain the month” in Recued. See which income and expense accounts changed most since last month and what drove each change, written by you or suggested by your AI model.

pack:month-end-closermonth-endbookkeepingvariance
by recued-core pinned v1

Use “Month-end reminder” in Recued. On a schedule you choose, it tells you when last month isn't sealed yet, and when a month you sealed has changed since.

pack:month-end-closermonth-endbookkeepingreminder
by recued-core pinned v1
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How it works 1 step

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (1 steps)
◆ require_runtime core.records.require-runtime
Require runtime records

Uses (1 operation)

Pack operation Require runtime records core.records.require-runtime

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Details

1 steps recipe_id: month-end-closer-require-records-runtime