My Bank Account balance is incorrect

rickysan81
rickysan81 Quicken Windows Subscription Member
edited May 2023 in Errors and Troubleshooting (Windows)

Good evening, I am new to Quicken and learning the ropes. I added my bank account and it showed accurate balance in the begining. When I did the One Step Update, it started showing balance much higher than what it really is. Please advise.

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  • rickysan81
    rickysan81 Quicken Windows Subscription Member

    UPDATE: Just a quick update/correction, beside the bank account I am seeing the Ending Balance which appears to be very high. I am trying to get it to show me the Online Balance. Not sure how to do that.

  • rickysan81
    rickysan81 Quicken Windows Subscription Member

    RESOLVED: While playing around with settings I came across Reconcile. I followed the prompts and set it to reconcile against my online account. That fixed the issue and now I am seeing accurate balances.

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