Reconcile problem

rcawthra

In previous versions when reconciling transactions I was able to enter the beginning balance and a date range which is what I prefer. Now with the current version it automaticly takes all unreconciled transactions and reconciles them. I have no control. What am I doing wrong?

Quicken Sarah

Hello @rcawthra

If you haven't already, please go to the Tools menu > Account List and click the "Edit" button to the right of the account you wish to manually reconcile.

In the Account Details window that opens, please select the middle tab for "Online Services" and in the lower right corner, uncheck the box for "Reconcile using Online Balance" and click OK.



You should now see the option for Use Paper Statement or Use Online Balance as pictured above by @Frankx, but please let us know how it goes.

Thank you,

Sarah

Frankx

Hi @rcawthra,

It sounds like you are reconciling to the "online balance" (as opposed to reconciling to a paper statement) and also have apparently checked the "Auto reconcile downloaded transactions box.  You can switch back to reconciling to a paper statement - just start the process as you normally would and a hit the button (see arrow below).  And for manual mode - deselect the "Auto reconcile" box (as shown below).

Get back to me if you have any follow-up questions.

rcawthra

Hi, Thanks for getting back so quick. What I do and can only do is go to TOOLS then RECONCILE ACCOUNT and it then does it automatic. I have no option that I can find to disable the auto reconcile and go to manual mode.

Quicken Sarah

Hello @rcawthra

If you haven't already, please go to the Tools menu > Account List and click the "Edit" button to the right of the account you wish to manually reconcile.

In the Account Details window that opens, please select the middle tab for "Online Services" and in the lower right corner, uncheck the box for "Reconcile using Online Balance" and click OK.



You should now see the option for Use Paper Statement or Use Online Balance as pictured above by @Frankx, but please let us know how it goes.

Thank you,

Sarah

Frankx

Hi rcawthra,

Are you a Quicken Mac user?  Also which tier of Quicken do you have - Starter, Deluxe, Premier, or Home & Business?

Frankx

rcawthra

Frankx, Sarah
Thanks to both of you. Problem solved. I'm using quicken deluxe.