Incorrect Opening Balance

System Member admin
This discussion was created from comments split from: Unable to change previous month ending balance when reconciling.


  • Gene Paige
    Gene Paige Member
    My quicken Inivestment cash account agrees with brokerage statement every month but starting with December 2021 the reconciliation window shows an incorrect opening balance with a significant difference from it it read the month before i.e., the cleared balance does not agree with the state ment balance. Was there some update recently that screwed this up?
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited February 3
    Please provide the version of Quicken being used: select Help > About Quicken
    Please provide the full name of the financial institution and the connection method being used: open the register, press Ctrl + Shift + E and select the Online Services tab
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