Can I reconcile a month again?

KMB
KMB Quicken Mac Subscription Member
edited February 2023 in Errors and Troubleshooting (Mac)
I found some missing transactions from a bank download which resulted in a few adjustments in the months reconciliation . Can I do the reconciliation again for that month if I delete the adjustments and manually enter the missing transactions?

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Yes. Go to Accounts > Reconciliation History
    Quicken Mac Subscription • Quicken user since 1993
  • KMB
    KMB Quicken Mac Subscription Member
    I found some missing transactions from a bank download which resulted in a few adjustments in the months reconciliation . Can I do the reconciliation again for that month if I delete the adjustments and manually enter the missing transactions?
  • lhossus
    lhossus Quicken Mac Subscription SuperUser, Mac Beta ✭✭✭✭✭
    jacobs said:
    Yes. Go to Accounts > Reconciliation History
    To elaborate:
    - In the sidebar, select the account to be reconciled again.
    - In Quicken's menu: Go to Accounts > Reconciliation History...
    - In the Reconciliation History window: select the reconciliation that is to be re-done.
    - Click the Re-Reconcile button in the lower right of the window.
    - Click Next in the Re-Reconcile pop-up window.
    - Review and adjust the reconciliation presented in the Re-Reconcile window that appears - just as you would for a regular reconciliation.
    Quicken Mac Subscription • macOS Monterey 12.6 on MacBook Pro 13" M1
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