Trouble with Reconciliation (Q Mac)

I'm new to Quicken for Mac and can't figure out the reconciliation feature. When I click on "reconcile" it takes me to a page that shows my reconciled balance from a few days ago. I don't see any way to change the date so I can reconcile to today, or to the end of my statement period. If I can't change the date, this feature is worthless.

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Can you describe in more detail what page you are landing on? Is it a small start-up window which says "How would you like to reconcile your balance?" or is it a larger window titled "Reconcile your account balance" showing a heading and your transactions eligible for reconciling? 

    If it's the latter, click the Back button to go to the start-up screen.

    If it's the former, you should be able to enter the date.
    Quicken Mac Subscription • Quicken user since 1993
  • pvetter43081
    pvetter43081 Member
    Thanks. It's a larger window titled "Reconcile your account balance." It shows my 'current balance' and my "quicken balance" (both from a few days ago) but I don't see a way to change the date.
  • pvetter43081
    pvetter43081 Member
    Also, I don't see a back button
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    You don't see this Back button on your screen?



    Clicking that will take you to the screen to enter the date.
    Quicken Mac Subscription • Quicken user since 1993
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