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Some of my accounts don't Auto-reconcile

Richard Teitelman

I am a windows user. some of my accounts auto-reconcile after I download and accept, but some accounts do not. I have the option to use online balance to reconcile for each account. On the accounts that don't auto-reconcile, after accepting the downloaded transactions, they are added to my register with the 'c' in the clr field and I need to manually mark each transaction as Reconciled. There has to be a way to make this automatic on all my accounts, and not just some. There must be an option somewhere?

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Comments

Quicken Anja

Hello @Richard Teitelman,

We apologize for any inconvenience you may be experiencing due to this issue.

What are the account types of the accounts that do not auto-reconcile (i.e.: checking, savings, credit card, etc)? Do they all have the same account type, or are they different?

For the accounts that currently do not auto-reconcile, please navigate to the Gear icon located in the top right, and select Reconcile.

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On the following screen, please click on Use online balance, and check both checkboxes for Always use Online balance for this account. Don't ask me again. and Auto reconcile downloaded transactions.

Then click Apply and Ok.

You will then receive the reconcile screen, and click Done.

Moving forward, the auto-reconcile setting should be applied.

I hope this helps!

Richard Teitelman

That is not right. I never see that screen you show after selecting Reconcile. BUT I called your support and got the answer. I first have to go to Edit Account Details, then Online Services and then * UNCHECK * the option to Reconcile using Online Balance. Only then will I be able to select Reconcile where the screen you show comes up. From there I can select the two options the screen shows for Online Balance. I suspect this will fix it. I will see the next time I download transactions.

Quicken Anja

Thanks for the update! Glad to hear you were able to find that screen with the help from Quicken Support, and hopefully this will fix the issue on your next online session.

Richard Teitelman

My next online session confirmed that my issue is fixed. It's not logical that one would have to turn off "reconcile with online balance" in order to get to another screen where you turn it back on (as well as select the auto-reconcile). But that's the process now.