Reconcile -- Help!
Kathy Kuhl
Quicken Mac Subscription Member
With the newest version of Quicken last month, Reconciliation is far more difficult. In the past, if I was missing a transaction in the reconcile period (say November 1-30), I could go to the register and manually change the date (for example, change Amazon date from December 3 to November 30), so that missing items were automatically added in the reconcile period.
This newest subscription seems unable to do this. When I change the date in the register, it will not add the item to the reconcile period. Nor can I add an item to the reconcile period with one of the buttons.
I must now enter the transaction again into the reconcile page. It's been taking me two hours to reconcile my accounts.
This newest subscription seems unable to do this. When I change the date in the register, it will not add the item to the reconcile period. Nor can I add an item to the reconcile period with one of the buttons.
I must now enter the transaction again into the reconcile page. It's been taking me two hours to reconcile my accounts.
4
Comments
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Reconciliation has not changed recently. If you haven't already, you may want to review: FAQ: How does Quicken determine which transactions qualify for a reconcile?-2
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reconcile no longer on my screen1
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@ron vos,
Do you have a specific account selected from the list on the left?
If you are in a heading like "All Transactions", or "Banking", rather than having a specific account selected, the reconcile option will be gone or unavailable.
Hope this helps!
Quicken Alyssa
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My Beginning balance is not correct on the statement 1-31-210
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It is messing up my ability to balance my bank statement with my Quichen program???? Right now I am very frustrated after checking my entries etc... please advise......1
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Jane Wise said:My Beginning balance is not correct on the statement 1-31-21
If the reconciled opening balance has changed, a reconciled transaction has been added, modified, or deleted. To determine the source of the change, I suggest you compare the running balance of the account register in the current Quicken file with the running balance of the account register from a Quicken file backup saved when the account was last reconciled. One way to accomplish this is to print the registers to text files.Jane Wise said:It is messing up my ability to balance my bank statement with my Quichen program???? Right now I am very frustrated after checking my entries etc... please advise......
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Is there a way to clear all the entries and start fresh? Mine puts in the "ending date" from the register which is not the date on my statement.0
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There are ways to clear all the entries and start fresh but I suspect you may be reconciling using the online balance and want to use a statement you obtained from the financial institution instead. If so, open the account register, press Ctrl + Shift + E, select the Online Services tab, uncheck Reconcile using online balance, select OK, and press Ctrl + R.twiceloser said:Is there a way to clear all the entries and start fresh? Mine puts in the "ending date" from the register which is not the date on my statement.0 -
I am having the same problem. I have been using Quicken since the DOS days. Reconcile is not showing what is in the register. I have tried changing the dates as well as the unclearing transactions. But I get the same population in the Reconcile Window! This started after Jan 2022 revision.0
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I can't even get into the reconcile window when I have selected my checking account. I too have been using Quicken since the dark ages. This changed with the latest update.0
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Same problem here and I too been using Quicken since DOS. I have never had so many problems reconciling until recently! I can no longer get transactions to show up using the method that Kathy Kuhl mentioned and I also have problems getting my beginning balance to show correctly. I can enter it manually (using paper statement method) but then when the reconcile window opens it'll tell me I have an "opening balance difference" that I cannot get rid of no matter what numbers I enter manually.0
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Are you finding reconciled transactions are missing? I just posted a question that may have something to do with the beginning balance difference - that was how I found out my transactions are randomly disappearing.0
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I am having same problem as Kathy Kuhl. There is the workaround to re-add the transaction and delete old one but its annoying and seems unnecessary0
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that keyboard command is not working for me, can you direct me to the activity where I can change from online balance to statement balance?0
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Hi @Moe,
Here are the steps to change from online balance to paper statement balance:
1) Open the register > click on the "Gear" icon in the upper right >
2) Select "Reconcile" > at the top of the pop-up window - click in the "Use paper statement" button;
3) Then enter the data into the fields.
Let me know if you have any followups.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -0 -
I suspect you are using Quicken for Mac which is an entirely different program than Quicken for Windows. If so, you may want to review: https://help.quicken.com/display/MAC/Using+reconcileMoe said:that keyboard command is not working for me, can you direct me to the activity where I can change from online balance to statement balance?0
