Reconciliation question for Quicken/Mac 2017 Ver 4.8.5.

Jim Haas

For a bank account, how can I find out the Last Statement Date that has been reconciled?

smayer97

The only current way is to start a new reconciliation. The Start date should be the end date of the previous period reconciled.

That said, you can add your VOTE to Track/store Prior Reconciled Statements/periods.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

Your VOTES matter!

smayer97

The only current way is to start a new reconciliation. The Start date should be the end date of the previous period reconciled.

That said, you can add your VOTE to Track/store Prior Reconciled Statements/periods.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

Your VOTES matter!

Jim Haas

I don't see anything identified as the end date of the previous period reconciled. When I start to reconcile (Using Statement Balance), the only date shown is "Statement Ending Date" which is pre-populated with the current date (which I always have to over-type with the closing date of the currrent statement.)

Quicken_Tyka

Hello Jim Haas,

I would start by adding the 'Clr' (cleared) column.

This can be found under 'Columns' in the bottom right-hand corner of the register screen.

The transaction with the last green checkmark is the last reconciled transaction.



In Quicken, my last reconcile ended on 7/16/2019.

I hope this helps!

-Quicken Tyka

smayer97

That's only a work-around and only an approximation to the actual end date of the previous reconciliation period.