How can I get Quicken to auto reconcile after accepting new transactions after an update?

mdeehl
mdeehl Quicken Windows Subscription Member ✭✭✭
in Registers & Transactions (Windows)
I am no longer able to get Quicken to automatically reconcile after I accept new transactions. How can I get my updated transactions to auto-reconcile? Currently after an update and accepting all new transactions, I have to manually perform an "Reconcile" to get my register to be reconciled (R).

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Do you see this dialog when you start the reconcile?


    If so you can select the Auto reconcile from there (and use Online Balance has to be selected).

    If this dialog doesn't come up you need to turn off reconciling to the Online Balance and then start another reconcile.  You can do this by right clicking on the account name in the Account Bar and select Edit/Delete account  -> Online Services tab -> deselect Reconcile using online balance -> OK
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