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"Reconcile Shares" button suddenly missing

drseg

I have encountered a new problem (25 year Quicken user, Windows 11, Q Version R60.20, recently validated and recently used the "copy file/create a copy or template" to fix a problem with online backups —it worked).

Many times in the recent past, I have used the Investment account's "Reconcile shares" option found beneath "Update Share Balance" in the Investment Account Actions Gearhead in the upper right. Suddenly now, that "Reconcile Shares" option is no longer offered.

I have validated my account and closed and reopened Quicken to no avail. Any ideas or suggestions about how I fix this?

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Accepted answers

Jim_Harman

Did you reconnect the account for online access and update your transactions after doing the Copy file? Reconcile Shares only works for connected accounts, and only if the online share balances have been downloaded.

Chris_QPW

By the screenshot this account isn't connected to an online account (Set up Download is there). And like @Jim_Harman said it isn't setup there isn't anything to reconcile to. As in there isn't going to be a "Reconcile dialog" where you would enter all the correct number of shares for all the securities to reconcile to.

All comments

UKR

What type of investment account is that? Using Tracking Method: Simple or Complete?

Please show us an image snapshot of the dialog that pops up when selecting the Actions Gear Icon.
My dialog shows similar functions but uses different words.

drseg

It is set for "Complete"

Jim_Harman

Chris_QPW

drseg

Thank you Jim_Harman and Chris_QPW. I did not realize that my online access had been removed and when I restored it as per your suggestion, it now shows "Reconcile Shares." Many thanks.

Chris_QPW

Quicken's copy command disables all online services in the copy.