Auto reconcile

johnodrake
johnodrake Quicken Windows Subscription Member ✭✭✭✭
edited April 2023 in Download, Add/Update Accounts (Windows)

I have all of my accounts set up the same. Some will auto reconcile downloads when the acceptance is complete. Others only show cleared and I must then go to the reconcile dialog and select done. Can anyone tell me why this may be happening and how to make all the accounts auto reconcile?

Comments

  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited February 2023

    It seems counterintuitive, the "Reconcile using online balance" setting needs to be disabled/unchecked under Account>Edit>Online Services for each problem account. The next time you reconcile, the account will trigger "use paper or online balance?". You can then  re-select the option.

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  • johnodrake
    johnodrake Quicken Windows Subscription Member ✭✭✭✭

    ill try this

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