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Quicken Classic for Windows
Registers & Transactions (Windows)
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?
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Accepted answers
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
All comments
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!
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