Auto reconcile

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?


  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    edited February 25

    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.

    user since '92 | Quicken Windows Premier - Subscription | Windows 11 Pro version 22H2
  • johnodrake
    johnodrake Member ✭✭✭✭

    ill try this