Reconciliation Question

I reconcile my bank statement every month, but I have some older transactions (4 of them) that date back to 2020 that never came through. What is the best course of action to take on those and not mess up my reconciliation history.
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Answers

  • Hello @BryonC,

    Thank you for reaching out to the Community with your question.

    This is a common occurrence for many people. Really the only thing you can do is leave as uncleared. This will not include them in the reconciliation calculations. They will continue to come into every reconciliation thereafter, and you can clear/reconcile them when the time comes. 

    I hope you find this helpful! Please let us know if you have any other questions or concerns.


    Quicken Alyssa