Reconciling/Opening Balance ??

I am starting transactions half way through the year. Instead of starting in Jan., I am starting to enter transactions as of June 01, 2017. SInce it is half way through, it automatically enters the "Opening Balance". Then when I try to reconcile, its off by a lot.

I entered the beginning balance as the same beginning balance on the statement and under the recommended option, "live running balance". Entered the months transactions, then tried to reconcile and came to this issue.

I appreciate any help!! :D

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Teeks,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    It may be best for you to contact Quicken Support directly instead for assistance. Our support agents 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.

    Thank you!
    -Quicken Anja