Reconcile to Statement 'as of" date

swierzyt

In the past after going to reconcile a box popped up allowing me to enter a statement date and ending balance. Now I don't get that, it goes directly to the list of cleared and uncleared items. How can I get back to seeing the "as of" box?

Frankx

Hi @swierzyt

The behavior that you describe ("it goes directly to the list...") means that you have apparently chosen to reconcile to the "online balance" rather than to a "paper statement".  To switch back to your prior setting:

1) Open the account register in Quicken > Click on the "Gear" icon in the upper right;
2) Click on "Reconcile" > in the pop-up window - click in the "Use paper statement" then click "OK".

Let me know how that goes and whether you have any followups.

Frankx

Frankx

Hi @swierzyt

The behavior that you describe ("it goes directly to the list...") means that you have apparently chosen to reconcile to the "online balance" rather than to a "paper statement".  To switch back to your prior setting:

1) Open the account register in Quicken > Click on the "Gear" icon in the upper right;
2) Click on "Reconcile" > in the pop-up window - click in the "Use paper statement" then click "OK".

Let me know how that goes and whether you have any followups.

Frankx

swierzyt

Thank you. It worked!