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Quicken reconcile is broken for all brokerage accounts

John A. Swanson
edited January 2019 in Investing (Windows)
The reconcile column does not show R, c, etc.  The symbol at the top is bad.  Reconciles to not work, and all is bad.  This occurs for all brokerage accounts in this file.

I have other files where reconcile works as expected.

Comments

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited January 2019
    Brokerage accounts aren't designed to "reconcile" in the same manner that bank or card accounts are reconciled.

    Nothing is broken, all is working as intended ... it just works differently.

    See Quicken HELP, do a search for Reconcile, click SEEK, then follow the instructions re: Reconciling Investment Accounts.

    And, if your CLR column in an Investment account doesn't show the R c or a blank, try widening it so that you can see the contents of that column.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited January 2019
    Make the Clr column a little wider so that it can show "Clr" as the column header and the letters "R", "c" or " "(blank) and, in the new transaction line, a small box with a pulldown triangle.
  • Valderi
    Valderi Member ✭✭✭✭
    edited January 2019
    You can click in column CLR and than you choose "R" "C" ou "Unclear" for each operation. When I'm done with my operations and everything is OK, I put an "R" to tell me where my "reconciliation" is. 
This discussion has been closed.