Reconciling on the Web

Quicken Janean
Quicken Janean Administrator, Moderator admin
edited June 24 in Using Quicken on the Web
Hi All, 

We want some feedback in regards to reconciliation.

Do you use reconciliation in the Web App, and if so, what do you think of it? Please share any good or constructive feedback and if you have any suggestions for improvements or changes. 

We look forward to your responses! 

Thank you.

-Quicken Janean

 

Comments

  • Natarajan
    Natarajan Member ✭✭
    Investment accounts/registers/securities do not show up in the web app.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    Natarajan said:
    Investment accounts/registers/securities do not show up in the web app.
    All mine are ok … Quicken on the Web - what are you not seeing ? Have you actually enabled those Quicken Accounts in the desktop software and done a Sync ? 
    QWin Deluxe Subscription - Win10
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited June 25
    So, are we now calling a Website - a Web App ? 
    QWin Deluxe Subscription - Win10
  • BK
    BK Member ✭✭✭✭
    I have Cloud Sync disabled as it caused my data get out of sync.  Thank you for asking for our feedback.
    - QWin Deluxe user since 2010, US subscription on Win11
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Natarajan said:
    Investment accounts/registers/securities do not show up in the web app.
    This would never apply to investment accounts.  Investment transactions aren't synced to the Quicken Cloud dataset and as such there would be nothing to reconcile to.  Only the number of shares and the cash amount.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Quicken Janean
    Quicken Janean Administrator, Moderator admin
    edited June 28
    BK said:
    I have Cloud Sync disabled as it caused my data get out of sync.  Thank you for asking for our feedback.
     @BK Can you provide more details on how your data is out of sync? Thanks for the feedback! 
  • jzMimi6
    jzMimi6 Member
    I'm Jane Zeni. I've used Quicken for decades, starting in the 1980s. Then it fell into some hard times (e.g. "Quicken Essentials") and I went back to hand-reconciling my checkbook each month. In 2011, a new version of Quicken was Mac-friendly and easy to use for records and for reconciliation. Whoopee! But now I'm having trouble: (Example: In April my family went on a long camping trip; did not feel confident of internet in camps or libraries, so I used my bank's e-statement and reconciled by hand. NOW, when I want Quicken to reconcile my June e-statement, it goes back to APRIL! Should I switch Firefox for Safari??
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    @jzMimi6 I might be reading your response wrong, but I don't think you are reconciling using Quicken Web and as such you should post your own question on a Mac category about how to do the reconcile.

    Quicken Web uses the data in the Quicken Cloud dataset.  The data in your Quicken Mac Desktop data file gets synced to the Quicken Cloud dataset when you have Sync to Mobile/Web on.

    If you are actually reconciling in Quicken Web you would have logged in here with your web browser:
    https://app.quicken.com/

    Is that where you are talking about?
    It looks like this when logged in:

    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Moirty
    Moirty Member ✭✭
    I've just started reconciling using the Web App. I have mixed feelings about it thus far. On the positive side: it is much faster than (the horrifically slow process on) Quicken desktop. The ability to work with multiple transactions at once is very helpful (multiple recategorization, multiple transaction accepting).

    On the downside: the web page crashes frequently requiring a refresh and loss of the most recent action and the filter options; the latency between accepting one transaction and trying to work on the next transaction is disruptively long; would be helpful to have a button that just shows all the transactions needing to be reviewed (rather than the more cumbersome filtering process), doesn't seem to auto-categorize everything like in the desktop program; not able to shift-select to choose a group of transactions (select top transaction then shift-select another transaction and all those in between are then selected); focus sometimes jumps lines when selecting transactions (highly disruptive); faster but still slower than it should be.

    Keep working on it. Looks promising
  • alan2857
    alan2857 Member ✭✭
    I used this feature for the first time recently and it went okay but unlike the windows version of quicken did not seem to automatically generate the payment transaction. I had to manually add it. Is this a feature, I was expecting it to work like my windows version. Also had an issue with entering the payee name on the payment, it kept putting in a different name than the one I selected, ended up using the quicken app on my iPad to fix
  • MichaelTEck
    MichaelTEck Member ✭✭
    > @Quicken Janean said:
    >  @BK Can you provide more details on how your data is out of sync? Thanks for the feedback! 

    I stopped syncing my bank accounts more than a year ago because of lost transactions and duplicate transactions causing all sorts of frustration with Quicken. I never had or have any issues with credit or charge accounts, just my primary bank checking account.

    I'm not looking for troubleshooting steps, I went through renaming my file and clearing the cloud file, etc., trying everything I could find in the community. Nothing ever solved the issue. I was also disappointed that Quicken doesn't know anything about sync issues and cannot help. I also never see any bug fixes or improvements mentioned in the regular updates.