MAC Auto Reconcile FAILURE

petralyn@

I've posted about this issue previously and have called support several times. The issue: Auto Reconcile does not reconcile without posting an Adjustment entry. So, since 2022 I have at least one adjustment entry to balance between Quicken and online amounts. Several weeks ago I sent tech support a copy of all the adjustment entries and received no response.

This occurs only with bank accounts. It occasionally occurs if there is an error in the credit account entry. However, with cc it's much easier to spot the entry problem and correct. If not Quicken creates an adjustment and gives the choice of adding to correct the balance if so desired.

My takeaway is the auto reconcile feature is mostly useless for accuracy. What would be more helpful is rather than offering to adjust the balance it would offer a pointer to the entry causing the error. In the mean time I've resorted to manual reconciliation using a downloaded bank statement. However, this doesn't always work, Why? Tracking the the deposits and withdrawals doesn't update the balance as presented by Quicken. Again, the balance is problematic.

Quicken Jasmine

Hello @petralyn@,

Thank you for bringing this issue to our attention, I am sorry to hear that Quicken Support was unable to resolve this issue for you.

While I investigate this issue further in hope to assist you further, I would like to gather some more information. Have you been able to pinpoint any specific types of transactions or patterns that seem to trigger the adjustment entries during auto reconciliation? Does this issue happen with all bank accounts, or is it isolated to one or a few specific accounts? When you manually reconcile with a downloaded bank statement, does Quicken show the same balance as your bank, or is there a discrepancy? Have you tried reviewing the transaction history for any unusual or duplicate entries that might be causing discrepancies in the balance? Is the issue occurring more often with certain types of transactions (such as deposits or withdrawals), or is it random? Additionally, have you checked for any updates or changes in your Quicken settings that could affect how reconciliations are processed? Finally, would you be willing to try recreating the reconciliation process with a new account setup to see if the issue persists?

Let me know!

Quicken Jasmine

Hello @petralyn@,

Just checking in, do you still need assistance?

Let me know!