Closed a loan account, opened a new one

Question

Now the checking account, which was affected by a new loan payment amount and by a deposit transferred from the new loan, no longer balances. Need to reset the reconciliation for the month in which the loans changed.

Quicken Anja · Accepted Answer

Hello @index4u,

Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.

Being that the issue you are experiencing can have multiple causes; I believe that it may be best for you to reach out to Quicken Support directly instead as you may need extensive troubleshooting done in order to have this successfully resolved. They also have the ability to screen share with you (if you feel comfortable doing so) and will be better equipped to help you accomplish and set up what you need.

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