How do I get my downloaded transactions to stay on "cleared"?

mamallama
mamallama Quicken Windows Subscription Member ✭✭
edited October 15 in Registers & Transactions (Windows)

Quicken has been changing my checking account transactions to "reconciled" when I download them. I need them to stay on "cleared" until I'm actually ready to reconcile. What is happening here and how do I fix it? This is a relatively new problem.

I'm using Quicken Deluxe and have been for decades!

Answers

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Hi @mamallama

    How do you reconcile your account? In the first pop-up box for the reconciliation process, is the "Use online balance" button checked?

    Frankx

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  • mamallama
    mamallama Quicken Windows Subscription Member ✭✭

    I use the paper statement. But quicken keeps defaulting to the"use online balance"

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Go into Edit Account Details for this account register, select the Online Services tab.
    At the lower right of this view panel there's a selection "Reconcile using online balance". Click to remove the checkmark in front of this text. Click OK to save changes.
    This way you should be able to reconcile using paper statement.

  • mamallama
    mamallama Quicken Windows Subscription Member ✭✭
    edited September 14

    That box isn't checked on the online services tab.

    Any other suggestions?

This discussion has been closed.

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