Un-reconciling Previous Months

Hammer610

I went to reconcile my account - using my monthly bank statements. For some reason, the starting balance is not the same as the ending balance of my last month's statement. So I want to go back a few months and start all over again.
How do I go back and reconcile a month again?
The only way I can see to clear a transaction that was reconciled is to click on each on, twice I think, so that the check goes from green, to blank, too blue. That is a lot of transactions to redo.

smayer97

Unfortunately, Quicken lacks the ability to re-reconcile anything other than manually overriding individual transactions. This is clearly a frustrating problem. The best work-around is to go to backup and start over. Unless you know exactly which transactions to play around with, it can get messy fast but that is the only current way.

Meanwhile, there is a feature in QM2007 that has not been re-implemented in "modern" QMac that would make this task far easier, reducing it to minutes or even seconds, vs hours or days. 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 moment for your vote to register).

While you are at it, you may want to add your VOTE to related IDEAS found on the 

List of Requests for Downloading Data into Quicken. Click on the underlined link, then follow the instructions to add your vote to more related ideas. 

Your VOTES matter!

smayer97

Unfortunately, Quicken lacks the ability to re-reconcile anything other than manually overriding individual transactions. This is clearly a frustrating problem. The best work-around is to go to backup and start over. Unless you know exactly which transactions to play around with, it can get messy fast but that is the only current way.

Meanwhile, there is a feature in QM2007 that has not been re-implemented in "modern" QMac that would make this task far easier, reducing it to minutes or even seconds, vs hours or days. 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 moment for your vote to register).

While you are at it, you may want to add your VOTE to related IDEAS found on the 

List of Requests for Downloading Data into Quicken. Click on the underlined link, then follow the instructions to add your vote to more related ideas. 

Your VOTES matter!