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What happened to Reconcile?

I have been using Quicken for Windows for about 30-years. I have the latest version of Quicken for Windows. I recently added a checking account. When I attempt to reconcile the account, the only window that opens up is for "Update Balance." All of my other checking/savings accounts have the traditional Reconcile feature available.

Comments

  • splasher
    splasher SuperUser ✭✭✭✭
    Go to the Account List (Tools menu) and edit the account.  Look on the General tab to see what type of account Quicken thinks it is, sounds like a Cash Account.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @pcteacher,

    It sounds like you may have inadvertently changed your settings to "auto reconcile" using the online balance.

    To fix:
    1) Open the account in Quicken;
    2) Click on the "Gear" icon in the upper right of the screen;
    3) Select "Reconcile"
    4) If it pops-up - click on "Reconcile without downloading" and then click "OK";
    5) On the next screen - Click on "Use online balance";
    6) Uncheck the box for "Auto reconcile downloaded transactions" 

    Let me know how that goes and/or get back to me with any followup questions.

    Frankx


    Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20  - Windows 10 Home - Ver. 2004
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