How do I close out checking reconciliation of one month and move to the next?

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dahldemarco
dahldemarco Member
February's checking reconciliation is balanced but when I try to reconcile March, February's reconciliation keeps coming up and I don't see any "finished" or "next" fields to enter. When I look at the reconcilation history, it just shows January.

Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
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    You should see two windows when you reconcile. The first looks like this:


    Once you've made your choices there, you select the blue Next button and then you see this window:
    (Normally you'd see some un-reconciled transactions listed, I didn't bother to enter any for this test file.) When you're done here you click on the blue Finish button.

    What are you seeing? Do you have auto-reconcile turned on?

    Quicken Mac subscription. Quicken user since 1990.

  • dahldemarco
    dahldemarco Member
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    Thank you. The problem was that the Finish button wasn't showing up. However, while trying to do something else, I hit Window->Tile Window Left of Screen and the blue Finish button (along with Back and Finish Later) all of a sudden appeared. Pure luck on my part!
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