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my account will not allow me to reconcile

bp_van

I request reconciliation but Quicken comes back with "there are no items to reconcile" even though i can clearly see a number of items that must be reconciled. What should i do to fix this?

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splasher

Reconciliation uses the Posting Date of transactions to decide what is to be shown, enter a later date for the date when reconciling, it may display and mark for reconciliation extra transactions, but you can un-select them.

bp_van

thanks for the response but i am not able to set a date as the message comes up right after i type ctrl R

splasher

bp_van said:

thanks for the response but i am not able to set a date as the message comes up right after i type ctrl R

What type of account is this? What version of Quicken (Help->About Quicken) ?

bp_van

version R33.7 (Canada) so it is the latest version. It is a chequing account.

splasher

With my Checking account selected, when doing Ctrl+r or Ctrl+R, I get the following pop-up:

Image: https://us.v-cdn.net/6031128/uploads/editor/2z/w32hzt45tcx6.png

I wouldn't think that the Cdn version would be any different than the US version for this process.
Are you possibly reconciling to the online balance?

Sherlock

bp_van said:

thanks for the response but i am not able to set a date as the message comes up right after i type ctrl R

I suggest you open the account register, press Ctrl + Shift + E, select the Online Services tab, uncheck Reconcile using online balance, select OK, and press Ctrl + R.

bp_van

thanks - it worked!