Year End Copy Issues
After running year end copy and requesting all reconciled transactions prior to 12/31/20 be removed in the copy file I found reconciled transactions at the beginning of my checking account. They all were loan payments I received for a loan I am tracking with my daughter. I have tried changing the status on the loan payment detail screen to reconciled, but that made no difference. The situation creates a beginning balance in my checking file with the date of that first loan payment, then shows the payments received in the check register. My wish of course is to have a beginning balance prior to the oldest uncleared transaction and to not see any reconciled transactions in my current year file. I year end copy every year and have for years. I don't remember this issue when I was tracking loans I was paying on for my home, cars and such, so I am unclear as to why this would be happening. I waited on hold for thirty minutes to talk to Quicken support, but they were not able to help.