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when will Quicken allow the user to input the bank balance during reconciliation?

When will Quicken allow the user to input the bank balance during reconciliation?

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Answers

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    Quicken has always allowed entry of the ending balance into the Reconcile dialog.

    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • Larry Gill
    Larry Gill Member ✭✭
    Only if Paper Statement is used. I always use Online Balance.
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited September 2019
    Only if Paper Statement is used. I always use Online Balance.
    If you always use Online Balance, you are telling Quicken to always use the last bank balance obtained from the financial institution.  If you want to enter a different bank balance, do not tell Quicken to use the Online Balance.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Let's pursue this.  If not the "Online Balance", which is provided by your bank, what "input the balance" would you use ???  Does your bank perhaps not know what your account balance is?
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    NotACPA said:
    Let's pursue this.  If not the "Online Balance", which is provided by your bank, what "input the balance" would you use ???  Does your bank perhaps not know what your account balance is?
    I find the Online Balance obtained by Quicken to be unreliable.  I use the date and balance from a statement I obtain from the financial institution instead.
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