Where is the Auto Reconcile option?

pbutler6
pbutler6 Quicken Windows Subscription Unconfirmed ✭✭
edited April 2022 in Registers & Transactions (Windows)
The help note for auto reconciling says "On the account register toolbar, click Account Actions > Reconcile".  My account register toolbar has no "Account Actions" option. How do I get to "Account Actions"?  (Quicken Windows R39.23)

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    If you want to reconcile at any time, you can click the gearwheel icon in the upper right hand corner and select "Reconcile."  You can then enter "today's" date and "today's" Ending Balance (presumably gleaned from looking at your account online) on the "Reconcile:{Account Name} window and perform a reconciliation.   On that same window you can also select "Use online balance" if you want to reconcile after each download.
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Seems like the documentation is way out of date.  "Account Actions" is now the gear icon in the upper right of the register.

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