Unable To Invoke Reconciliation For An Account
saberman
Quicken Windows 2017 Member ✭✭✭
I am trying to reconcile an account. I open the account and press ctl-R. I get:
How do I invoke reconciliation?
How do I invoke reconciliation?
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Answers
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Typically you click the gearwheel in the upper right hand corner and click on "Reconcile." Does that work properly?
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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.1 -
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.Signature:
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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?0 -
You can see the account type on the Account Details dialog. In general, there isn't any way to change account types.Signature:
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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 February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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