Still chasing reconciliation
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jbmorris
Member ✭✭
I have a longstanding Quicken account that is in balance with the bank but dates back to forever. I had a recent data file loss and reconstructed up to my last backup 6 months previously (another story).
The account balances are current but the history of cleared, etc., items is off I’m sure and I’m struggling to make this reconcile. Is there a any way to restart reconciliation? I I let Quicken correct the balance I’m worried the ancient uncleared items, etc., will throw things off.
Advice?
The account balances are current but the history of cleared, etc., items is off I’m sure and I’m struggling to make this reconcile. Is there a any way to restart reconciliation? I I let Quicken correct the balance I’m worried the ancient uncleared items, etc., will throw things off.
Advice?
0
Best Answer
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If we want to start reconciling a register from scratch, we only need edit all of the Reconciled transactions in the register so that they are no longer Reconciled. Similarly, if we want to declare a register as reconciled because the account is in balance with the bank and current, we only need edit all of the transactions in the register so they are all Reconciled.
A few tricks you may find useful:- To group the Reconciled transactions together in a register, left-click on the Clr column title.
- To select a range of transactions in a register, left-click on the first transaction in the range and press Shift and left-click on the last transaction in the range.
- To edit the selected transactions, right-click and select Edit transaction(s)
5
Answers
-
If we want to start reconciling a register from scratch, we only need edit all of the Reconciled transactions in the register so that they are no longer Reconciled. Similarly, if we want to declare a register as reconciled because the account is in balance with the bank and current, we only need edit all of the transactions in the register so they are all Reconciled.
A few tricks you may find useful:- To group the Reconciled transactions together in a register, left-click on the Clr column title.
- To select a range of transactions in a register, left-click on the first transaction in the range and press Shift and left-click on the last transaction in the range.
- To edit the selected transactions, right-click and select Edit transaction(s)
5
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