Does Auto reconcile feature for Investment accounts actually work?

JeffConey

I am running V47.15 Build 27.1.47.15

I have the Reconcile Using Online Balance box checked (under Online Services) but after every download I am prompted to enter the current cash balance in order to reconcile

Am I doing something wrong? Or does the feature not work the way it should?

Any help would be appreciated.

Thanks you

Chris_QPW

In a word, no.  You should deselect that option at this point.

See this Idea for more information.
https://community.quicken.com/discussion/7923770/it-would-be-nice-if-reconcile-using-online-balance-was-actually-implemented

JeffConey

Thanks for the quick response - I will take a look now