what happened to being able to put in starting and ending balances in reconcile
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The reconcile feature works a little differently depending on whether or not an account is linked for online updates. Do you know whether or not the account you are working with is linked? To find out go to the "Download Transactions" window at the bottom of the register. If you see a button reading "set up download" the account is unlinked.0
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From C. D. Bales:
The answer to the subject line of your post is: Nothing.
Some account types (such as checking) allow the user to enter a reconcile starting balance (and still do in Q2018) and some account types (such as credit card) do not (and still don't in Q2018). Some account types (such as Cash) do not have a reconcile opening balance, only allow the user to create an adjust account balance transaction, and do not mark any transactions as reconciled.
I don't believe that has changed in many years ... going back way before Q2016.
But the inability to enter a reconcile starting balance has nothing to do with your problem reconciling. In fact, in those account types where it is possible to modify the reconcile starting balance, doing so will guarantee that you will not be able to successfully complete the reconcile without allowing Quicken to enter an adjustment transaction.
For well over a decade, the opening balance of a Quicken reconcile has been computed by Quicken at the moment you initiate the reconcile. At that moment, Quicken nets the amount of all reconciled transactions in the register and presents that amount as the reconcile opening balance. If the opening balance computed by Quicken is not correct, you can not successfully complete the reconcile without accepting a balance adjustment transaction.
If you find your reconcile opening balance to be incorrect, you need to discover what has changed since your most recent successful reconcile ... and correct that difference. The change could be reconciled transaction amounts that have been changed, reconciled transactions that have been deleted, reconciled transactions whose Cleared Status was changed from "R", new Reconciled transactions that were added to the register, or existing transactions whose Cleared Status was changed to "R".
You can sort the account register on Cleared Status to help locate the problem.
In some cases, a user may experience a known Quicken reconcile bug, as noted here:
https://getsatisfaction.com/quickenco...
Here's another Community FAQ that may be of some help:
https://getsatisfaction.com/quickenco...Quicken user since Q1999. Currently using QW2017.
Questions? Check out the Quicken Windows FAQ list0 -
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Not sure where to look for this I see no download transactions window at the bottom of my register window. I do download transactions in all my accounts and quicken does update itself whether I want it to or not or will not start. I have have had issues lately with my main account auto updating I get a error that my bank has added a popup window so last 3-4 downloads I did manually and imported into quicken.The reconcile feature works a little differently depending on whether or not an account is linked for online updates. Do you know whether or not the account you are working with is linked? To find out go to the "Download Transactions" window at the bottom of the register. If you see a button reading "set up download" the account is unlinked.
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Jim,The reconcile feature works a little differently depending on whether or not an account is linked for online updates. Do you know whether or not the account you are working with is linked? To find out go to the "Download Transactions" window at the bottom of the register. If you see a button reading "set up download" the account is unlinked.
The Bill and Income
Reminders tab and the Downloaded Transactions tab do not show at the bottom of
the register if the individual account has been set to "automatically
accept downloaded transactions into your register".Where are the "Auto-accept downloaded
transaction" settings?There are two places
where this is controlled in Quicken for Windows:
- Globally, for all accounts, in Edit /
Preferences / Downloaded Transactions
- For each account individually, the
global setting can be overridden from the Edit Account Details screen, Online
Services Tab. Look for blue text "Automatic Entry is: ON / OFF".
Click the text to change the setting.0 -
Jim, I think if you temporarily turn off the auto download feature by opening the account details and selecting "deactivate" in the online options the reconcile firm will be back to the way you like.0
