How can I unclear all transactions in a specific account.

Question

I received a new statement for an account that I am trying to reconcile.  When I enter the date and payments and credits, the cleared balance is now completely out of whack after being in balance the previous month.  All I can think of is to unclear all my transactions and try to re-balance the account from the beginning. This is not the first time that this has happened to me, and its becoming very frustrating to constantly having to do this.

NotACPA · Answer

"Unclearing" won't change anything, unless you mean "UnReconciling".

BUT, have you recently changed the download method for the account, or in any other way (except downloading or manual input) changed the account?

Because some actions can cause the Opening Balance in the account to be changed … which makes reconciling impossible.  To see if this is what happened, restore an older backup of your file to a different name (so as to not over-write the current file) and see what the Opening Balance is in it.

If different, go to the OB in your "live"  file and correct it.  Also, in  this and any other account that you download into, store the correct OB in the memo field of the OB transaction so that if this happens again, it's easy to spot.

Tom Young · Answer

You can en masse change the Clr state of large groups of transactions.

Click on the first transaction you want to change.

Scroll down to the last transaction you want to change.

Hold down the Shift key and click on that last transaction.

Right-click a selected transaction and you should see an option the change all the selected transactions' Clr status.