▲ 2 r/fintech
Handling bank account changes mid-year?
Working through a case where a client switched bank accounts partway through the year, and it’s created a gap in the transaction history.
From a record-keeping/audit perspective, how are people handling this to keep things consistent?
Do you just stitch both accounts together in reporting, or is there a cleaner way to maintain continuity without creating confusion later?
u/FunProcess9838 — 19 hours ago