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Update campaign balances in tracker from database changes

Your campaign income rows go stale when transaction dates update in the database, causing reconciliation delays. Keep your reconciliation sheet accurate and ready for review the same day.

Update campaign balances in tracker from database changes

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Overview

When database transaction dates change without sheet updates, reconciliations stall and reporting slips. This flow keeps your reconciliation worksheet refreshed automatically so finance and program leads can reconcile same day and avoid delayed close activities.

Update campaign balances in tracker from database changes