Is there a way to reconcile accounts with most disrupting income/expense graph on dashboard?

Jeremy123

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.

NotACPA

For that Balance Adjustment transaction, what's in the Category field? If you use the name of the account itself, enclosed in square brackets (i.e., a self-referencing transaction) it shouldn't be an expense. E.G., [account name].

NotACPA

For that Balance Adjustment transaction, what's in the Category field? If you use the name of the account itself, enclosed in square brackets (i.e., a self-referencing transaction) it shouldn't be an expense. E.G., [account name].

Jeremy123

Thanks NotACPA! that worked great.