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Quicken Classic for Windows
Registers & Transactions (Windows)
reconcile no longer asking for statement info
Suzanne H.
Hello, for the past several months, I can no longer reconcile my credit card account. Quicken no longer asks for data from my statement so the beginning balance is always off. How do I correct this?
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Frankx
Hi
@Suzanne H.
It sounds like you have somehow switched from "reconciling to a paper statement" to "reconciling to an online balance". To switch back - Open the account register in Quicken > Click on the "Gear" icon in the upper right > Click on "Edit Account Details" > Click in the "Online Services" tab > at the very bottom of the next window - remove the checkmark next to "Reconcile using online balance."
Get back to me if you have any followups.
Frankx
All comments
Frankx
Hi
@Suzanne H.
It sounds like you have somehow switched from "reconciling to a paper statement" to "reconciling to an online balance". To switch back - Open the account register in Quicken > Click on the "Gear" icon in the upper right > Click on "Edit Account Details" > Click in the "Online Services" tab > at the very bottom of the next window - remove the checkmark next to "Reconcile using online balance."
Get back to me if you have any followups.
Frankx
Suzanne H.
Hi @Frankx. this resolved my issue. not sure how it was changed, maybe from last update. Thank you!
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