Report to help Reconciliation
Presently to see if the online balance does not match the balace in Quicken one has to open each bank/credit card account to see if they match. It would be much easier if there was a report which would show these balances to know which accounts have to be investigated
Comments
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Please create a report comparing online balance with ending balance!
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The Account List view from the Tools Menu comes close, but it doesn't have the Online Balance column.
That, IMHO, would be the logical place to add this column.0 -
When reconciling an account select detail items to include using transaction date not date posted. When you use date posted some items are not chosen for reconciliation.
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Please create a report that will show online balance vs register ending balance for all accounts, Need an easy way to see if they disagree without having to open each register. Perhaps a new dashboard item?
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