Bank Holding Reconciliation Notion Template
$25
$25
https://schema.org/InStock
usd
Paul Michael
I have created this Notion template to help those wishing to create a simple Bank/Holdings/Custody Reconciliation, using Notion, and at minimal cost.
The Reconciliation is one of an Asset Holder who wants to ensure that their Stock/Securities holdings are the same as that reported by their Custodian/Broker/Service provider.
Notion Bank Reconciliation Template helps automate Security Reconciliations at minimal cost.
Instruction video
Full Reconciliation Workflow
Specific to Security Holdings
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