Trouble with Reconciliation (Q Mac)

pvetter43081

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.

jacobs

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.

pvetter43081

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

Also, I don't see a back button

jacobs

You don't see this Back button on your screen?



Clicking that will take you to the screen to enter the date.