transfer between accounts does not appear in reconcile window

Tom Pottenger

Transfer between checking and savings does not appear in reconcile window. Transfer was done by me via online bank portal and simply entered as transfer in Quicken 2020, R25.10, 27.1.25.10

Sherlock

Tom Pottenger said:

That doesn't help. The posting date is prior to the statement ending date.

I suggest you check the number of transactions presented in the columns.  If the number of transactions disagrees with the number presented, I suggest you review: https://community.quicken.com/discussion/7145996/faq-have-2-deposits-credits-in-reconciliation-before-any-item-is-checked-odd-unusual-starting-p

Sherlock

If you haven't already, you may want to review: https://community.quicken.com/discussion/7164953/faq-how-does-quicken-determine-which-transactions-qualify-for-a-reconcile

Tom Pottenger

That doesn't help. The posting date is prior to the statement ending date.

UKR

What is the status of this transfer transaction, as shown in the Clr column: blank, "c" or "R"?

Tom Pottenger

blank

Sherlock

Tom Pottenger said:

That doesn't help. The posting date is prior to the statement ending date.

I suggest you check the number of transactions presented in the columns.  If the number of transactions disagrees with the number presented, I suggest you review: https://community.quicken.com/discussion/7145996/faq-have-2-deposits-credits-in-reconciliation-before-any-item-is-checked-odd-unusual-starting-p

Tom Pottenger

> @Sherlock said:
> (Quote)
> I suggest you check the number of transactions presented in the columns.  If the number of transactions disagrees with the number presented, I suggest you review: https://community.quicken.com/discussion/7145996/faq-have-2-deposits-credits-in-reconciliation-before-any-item-is-checked-odd-unusual-starting-p

Regrettably, that doesn't address the issue. The transfer in question is within the reconcile period. It simply doesn't show up in the reconcile window.

I was wondering if the fact that I created the transfer on the bank's website, and then entered the transfer in Quicken as a transfer, but no "upload" of that transaction occurred from within Quicken would be the source of the problem?

Thanks.

Sherlock

Tom Pottenger said:

> @Sherlock said:
> (Quote)
> I suggest you check the number of transactions presented in the columns.  If the number of transactions disagrees with the number presented, I suggest you review: https://community.quicken.com/discussion/7145996/faq-have-2-deposits-credits-in-reconciliation-before-any-item-is-checked-odd-unusual-starting-p

Regrettably, that doesn't address the issue. The transfer in question is within the reconcile period. It simply doesn't show up in the reconcile window.

I was wondering if the fact that I created the transfer on the bank's website, and then entered the transfer in Quicken as a transfer, but no "upload" of that transaction occurred from within Quicken would be the source of the problem?

Thanks.

It shouldn't matter.  An unreconciled transaction entered in a register with a date and posting date equal or prior to the reconcile ending date should always appear in the reconcile window.

If you haven't already, you may want to review: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows