Determining reason for adjustment amounts when reconciling

Options
Denk
Denk Member ✭✭

In my old version of Quicken I was able to determine why the balances did not agree. With the Deluxe version, it just provides the adjustment amount not the reason why.

How can I determine why I need an adjustment, was an amount incorrectly added or what?

Tagged:

Comments

  • Quicken Kristina
    Quicken Kristina Moderator mod
    Options

    Hello @Denk,

    Thank you for reaching out to the Community. To further assist, more information is needed. What did the old version of Quicken you used do that the subscription version isn't doing? Do you have Quicken set up to automatically reconcile, or do you manually choose when to reconcile? Are you comparing to the Online Balance, or reconciling against the Statement Balance?

    Thank you.

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.