Unable To Invoke Reconciliation For An Account

saberman
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?
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Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Typically you click the gearwheel in the upper right hand corner and click on "Reconcile."  Does that work properly?
  • UserDavidC
    UserDavidC Quicken Windows Subscription 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 Quicken for Windows subscription user. I usually upgrade to the latest version about 1 week after full release.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription 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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    This is my website: http://www.quicknperlwiz.com/
  • saberman
    saberman Quicken Windows 2017 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 Quicken Windows Subscription 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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    This is my website: http://www.quicknperlwiz.com/
  • NotACPA
    NotACPA Quicken Windows Subscription 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 February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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