Reconcile using online balance - not working

rfmoskowitz
rfmoskowitz Quicken Windows Subscription Member ✭✭
edited 4:08PM in Registers & Transactions (Windows)

I have two Chase accounts setup for download using EWC+. One account correctly reconciles all of my transactions after I hit done. The other account does not. This behavior has been happening ever since I established the new account, which doesn't auto-reconcile. It never has auto-reconciled, but my original account does. Yes, the "Reconcile using online balance" checkbox is checked for both accounts.

Any ideas?

[Edited - Readability]

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @rfmoskowitz,

    Thank you for reaching out! To help troubleshoot, please provide more information. When did you first notice this issue? What kind of account is the newly added one which has never auto-reconciled (checking, savings, credit card, brokerage, etc.)? Is the account successfully updating? Are you able to reconcile the account by navigating to Tools>Reconcile an Account… or by using the keyboard shortcut Ctrl + R? Have you closed/reopened Quicken since this issue started? Have you restarted your computer since the issue started?

    I look forward to your response!

    Quicken Kristina

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