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Quicken Classic for Windows
Investing (Windows)
how do i clean the reconciliation history of my account so i can start all over again.
mbd1408
I am an old user of quicken and my brokerage account, since 2004.
Suddenly the ability to download transactions stop.
I start manually reconciling my brokerage account the last two years.
Recently I fixed the problem and start to download the missing transactions, but it creates a lot of duplicate entry.
I decided to reconcile again, change a group of transactions from reconcile to unclear, but when I try to reconcile , quicken answer “ nothing to reconcile “, and I have entry to reconcile , the ones that I switch the status and the ones from the las months.
What can I do to reconcile again ?
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q_lurker
You might review this FAQ post:
https://community.quicken.com/discussion/7164953/faq-how-does-quicken-determine-which-transactions-qualify-for-a-reconcile#latest
The reconcile window will (should) show both uncleared and cleared transactions. It will omit any transactions with an “R” status.
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Ps56k2
To have entries appear in the Reconcile - they need to be set to CLEARED -
mbd1408
Thakns you for comment.
entries that are cleared do not show in the reconcile.
q_lurker
You might review this FAQ post:
https://community.quicken.com/discussion/7164953/faq-how-does-quicken-determine-which-transactions-qualify-for-a-reconcile#latest
The reconcile window will (should) show both uncleared and cleared transactions. It will omit any transactions with an “R” status.
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