Re-reconcile old statement?

idowell

In Q2007Mac the starting and ending balances and dates for account reconciliations were kept in a list and I could re-reconcile any statement at any time. I can't figure out how to do this in Q2019Mac. 

wiedemag

The Q2007Mac capability of easily re-reconciling from a list has not yet been made available in the Quicken Mac 365 versions to date. I too, miss that capability and hope it will again be engineered into the 365. I have however, found it not too onerous to re-reconcile accounts for 12 or 24 months. One can select the entire period encompassing all the statements back to the month in question and check them "Not Cleared". Then via the current reconciliation process, start with the earliest newly unreconciled statement, ensure the starting balance is correct, enter the ending date for that statement and finally enter the ending balance. You can then gang-check all the entries for that time period and quickly see if it balances or not. Once you have ensured the statement balances, then move on to the next month's statement. Unfortunately the date for each month will always show today's date and must be changed each time.

Good Luck!

ljonas

I do not know anything about Mac's but in Windows I have to mark all of the reconciled transactions as unreconciled before I am able to redo a reconciliation.  Fortunately, I am able to pick all the rows I want and change them in one swoop.

Hope this is helpful.

wiedemag

The Q2007Mac capability of easily re-reconciling from a list has not yet been made available in the Quicken Mac 365 versions to date. I too, miss that capability and hope it will again be engineered into the 365. I have however, found it not too onerous to re-reconcile accounts for 12 or 24 months. One can select the entire period encompassing all the statements back to the month in question and check them "Not Cleared". Then via the current reconciliation process, start with the earliest newly unreconciled statement, ensure the starting balance is correct, enter the ending date for that statement and finally enter the ending balance. You can then gang-check all the entries for that time period and quickly see if it balances or not. Once you have ensured the statement balances, then move on to the next month's statement. Unfortunately the date for each month will always show today's date and must be changed each time.

Good Luck!

idowell

Thank you for your suggestions, but that methods still require me to have the statement on hand and to start/end balances and dates.  When I really need this functionality is when I find a transaction which has been entered in the wrong account and I want to replace the placeholder that was entered at the time of original reconciliation.  Since the only way I can mark the corrected transaction as "reconciled" (green) (as opposed to "cleared" (blue)) is to figure out which transactions are on that statement, unmark them all, then re-mark them, replacing the placeholder with the corrected transaction.  In Q2007Mac, I just clicked on the statement I wanted to re-reconcile, delete the placeholder, and check the clear box for the corrected transaction.