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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Chase accounts have pending transactions included in reconciliation
Tim Houghton
How is a fix to the above coming? It throws off expense balances when using balance adjustment to fix
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Chris_QPW
Only Quicken Inc/Intuit/Chase can fix the Online Balance, but given that it wrong you shouldn't be reconciling to it and accepting a balance adjustment. You should instead switch to reconciling to the "statement balance" (which can be what you see on the Chase website).
Go to the Account Details -> Online Services tab and deselect "Reconcile using online balance".
ADDING a link to the announcement on this:
https://community.quicken.com/discussion/7918391/ongoing-9-8-22-chase-online-balance-including-pending-transactions
Tim Houghton
Thanks - will give that a try
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