Reconciliation Problems

MichaelTSeavello

Been using Quicken since 1995 & never had this problem until recently.

Reconciliations used to balance consistently. Now, some don't match & I have uncleared transactions going back to 2023. Some accounts off by $2,000.00.

Am I going senile or is there a problem with the program?

NotACPA

When you're starting a reconciliation, does the starting/prior balance agree with the closing balance on the prior statement?

Them NOT agreeing is the primary (but not sole) reason why the reconciliations sometimes don't work. And the reason why they don't agree is that the cleared indicator on one or more transactions has been manually changed, rather than being changed via a download from the financial institution or a reconciliation.