Unable To Invoke Reconciliation For An Account

I am trying to reconcile an account.  I open the account and press ctl-R.  I get:

How do I invoke reconciliation?
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Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Typically you click the gearwheel in the upper right hand corner and click on "Reconcile."  Does that work properly?
  • UserDavidC
    UserDavidC Member ✭✭✭✭
    What type of account is this?

    Not all types of accounts do what I consider a true reconciliation with the reconciliation wizard.

    My Credit account does reconciliation, but my Cash account will only do the Update Balance. 
    Quicken user since 1995.
    Current subscription user.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    As @UserDavidC points out the dialog you are getting is exactly what one will get for a cash account, the same is true for most asset accounts like a house account.
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  • saberman
    saberman Member ✭✭✭
    I was able to reconcile it in the past -- quite a while ago.  The last reconciliation was done in mid 2021.  I started using this account and wanted to reconcile it.

    How do I check to see the type of account?  How do I change it to one that I can reconcile?
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    You can see the account type on the Account Details dialog.  In general, there isn't any way to change account types.
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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    To RECONCILE is to Compare.  You can't compare a Cash account to anything, because there's nothing to compare it to.
    You can only update to balance to whatever figure you desire.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP