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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Still chasing reconciliation
jbmorris
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?
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Accepted answers
Sherlock
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)
All comments
Sherlock
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)
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