Does anyone know how to "reset" the reconcile window in a linked checking account?

Paul Smith2

When I tried to reconcile the paper bank statement from March into a linked checking account to one of my investment accounts in Quicken,  I got to the end of the process and the reconcile process suggested a "balancing transaction" > $900!  The results of the same process were much smaller in February.  Something seems to have crept into the Quicken ledger that I don't understand.  

I abandoned the reconcile process for this account in March after this experience and tried to "start over".  Unfortunately I couldn't do it.  I tried changing the state of the reconcile window to "uncleared" and changed the dates of the process and the previous month's balance and the new current balance.  I kept getting the message "there are no uncleared items to reconcile".  

I guess I could back up to a data file from a month ago, but I'm reluctant to do this because there are a lot of transactions to redo....

Thanks for any insight / help

Paul

NotACPA

The process of creating a Linked Checking Account, in Q, moves all of your cash transactions from the investment account to that checking account.

THEN, you need to reconcile 1 month at a time until you find the error(s).  Trying to reconcile all at once will almost never find errors.  Go back to the beginning of that checking account, and start from there.