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

Larry Gill

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

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Accepted answers

Rocket J Squirrel

Rocket J Squirrel said:

Quicken has always allowed entry of the ending balance into the Reconcile dialog.

Larry Gill said:

Only if Paper Statement is used. I always use Online Balance.

It’s working as it should. You get to choose whether to use a statement balance (which can be obtained online as opposed to actual paper) or an online balance (which is always supplied directly by the bank). It doesn’t make sense to want to manually enter a balance and use the online balance at the same time.

All comments

Rocket J Squirrel

Quicken has always allowed entry of the ending balance into the Reconcile dialog.

Image: https://us.v-cdn.net/6031128/uploads/editor/6m/bj19wu5dgtwo.png

Larry Gill

Only if Paper Statement is used. I always use Online Balance.

Sherlock

Larry Gill said:

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

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?

Sherlock

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.

Rocket J Squirrel

Rocket J Squirrel said:

Quicken has always allowed entry of the ending balance into the Reconcile dialog.

Larry Gill said:

Only if Paper Statement is used. I always use Online Balance.