I’ve been using quicken for a few years now to manage several account for both my wife and myself (checking, saving, 2x brokerages, 401ks, and credit cards)
Over the years between heavy investments and selling/buying a house my account balances are all out of whack with reality. When I use the function “Reconcile Accounts” to match it creates a balance adjustment, which then shows up as a total “expense” on the dashboard. It’s off by well over $60k.
Is there a way for me to “reconcile the accounts” without the end numbers skewing my expenses for the month? Or is it a little to late at this point to not have a giant spike in the month I choose to reconcile?
Definitely have a lot to learn. Thanks.