Bank Download Cleared Balances


It would be nice if Quicken would display the online balance minus all of the transactions that have been reconciled or cleared (not cleared transactions). It is cumbersome to take the online balance and adjust for all the transactions that have not been cleared. This would make it easy to compare the calculated balance with the Quicken "current balance" to verify that there are no discrepancies in the bank balance verses any transactions that I have entered incorrectly in Quicken.


  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭

    I'm not following along with you here.

    Maybe try going into the Register, clicking on the Actions icon (gearwheel), selecting "Sorting options" and then "By cleared." That will force the uncleared transactions to the bottom of the list in date order where you can easily see them.

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭

    Another way to sort the register like this is to click on the "C" column header. If it places the uncleared transactions at the top of the register, click on that header, again, and they will then be at the bottom of the register.

    Quicken Classic Premier (US) Subscription: R55.26 on Windows 11