Reconciliations

Realestatemannj
Realestatemannj Quicken Windows Subscription Member
in Paying Bills, Online Billers & Reminders (Windows)

Hi. When I go to reconcile a credit card statement, payments made against the account, which appear as uncleared or unreconciled in the register do not pop up on the window or register where we check off the transactions. I've reentered the payments a few times, however they dont pop up where I can check them off. Been using quicken for over 20 years now and just started using the online version. Please advise. Thank you

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Answers

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @Realestatemannj I don't know if you've seen this Quicken Support document but it might provide some tips that might help your situation.

    https://info.quicken.com/win/what-if-some-of-my-transactions-are-missing-when-r

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

    If you have issues with transfer transactions not being generated correctly:
    For best results manually enter transfer transactions into your register BEFORE you download transactions from the bank which contain the transfer confirmations. For recurring transfers like credit card payment use scheduled reminders and enter them a few days before the due date.
    Be sure to use distinct Payee Names for each transfer to avoid confusing Quicken - memorized payee entries.
    That takes the guesswork out of the download process. Because a correctly entered transfer transaction already exists in your account registers, the download process should just match the downloaded transfer transaction to the existing one in both accounts.

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