there are no cleared items to reconcile

Unknown

Unknown

I can manually reconcile those items but then the same thing happens the next month.
.

So I take it that the first reconcile is to the online balance, right?

If so if you look at the online balance there is a date associated with it.
That is what you are reconciling to.  And if the cleared/uncleared transactions in your register are newer than that date, then you will get that message because it true.

Reconciling is to both a date and an amount.

Unknown

Unknown

I understand that. In this case, the statement date is July 31, 2018 and the starting balance as of June 30 is correct. There are two transactions in the register in July and neither one is marked as cleared or reconciled but I always get "there are no cleared items to reconcile" when I try to reconcile the account.

Hmm.  In that case I don't know what is going on.

mshiggins

From C. D. Bales:



Your statement that, " ... In this case, the statement date is July 31, 2018 ....", suggests that you're not reconciling to the online balance. [You also did not say whether you are downloading transactions to the Quicken account.]



The mere fact that you have unreconciled or uncleared transactions in the Quicken account register does not mean that those transactions are necessarily qualified for your reconcile.



Regardless, I believe you need to start here:


https://getsatisfaction.com/quickenco...

Unknown

Greg_the_Geek

You say, "There are two transactions in the register in July and neither one is marked as cleared or reconciled but I always get "there are no cleared items to reconcile" when I try to reconcile the account." Shouldn't those be marked as Cleared to then be reconciled? 

Unknown

Greg_the_Geek

Just a test could you try changing the status to Cleared and then running a Reconcile?

Unknown

mshiggins

Since I am NOT downloading transactions, the item is not marked cleared until I check it in the Reconcile window which indicates it appears on the statement. Since Quicken tells me there are no items to reconcile I can not continue, even there there ARE items to reconcile.

From C. D. Bales:


" ... if there are transactions in the Quicken Register that fall within the ending date of the statement they should be shown in the Reconcile window if they haven't already been marked as reconciled".


That statement is not precise enough to be assumed correct.


You have not indicated that you read the link I provided: that link will tell you how Quicken determines which transactions qualify for a reconcile. I suggest you read it completely and carefully.


After you have read the link, you can post back here with sufficient details about the transactions that are "missing" from the reconcile that we might be able to get a better idea what the problem is.

Unknown

Unknown