Different reconcile windows for savings account

JD99

I set up my bank accounts manually and reconcile them manually also (my preference). When I set up my latest savings account the reconcile window is different than other accounts; and, confirming the account details, the account is not set up to download transactions. The first screenshot below is how this account's reconcile window looks. The second screenshot is how all my other banking accounts' reconcile window looks when I launch Ctrl-R. I reviewed the settings and cannot figure out how to get this one account to generate a reconcile window that is the same as all others. What am I missing?! I am using Quicken Classic for Windows Premier. The software is up to date.

Quicken Anja

Hello @JD99,

Thanks for reaching out! This usually comes down to how Quicken is treating the account behind the scenes.

The first reconcile window you’re seeing typically appears when Quicken believes the account is set up for online services, even if you’re not actively downloading transactions. The second (what you’re expecting) is the standard manual reconcile window.

For the account showing the different reconcile screen, please try this:

• Right-click the account name in the left sidebar
• Select Edit/Delete Account
• Go to the Online Services tab

From there:

• If you see a Deactivate button, go ahead and click that to fully remove any online connectivity
• If you see Set up now…, then the account is already considered manual and we’ll want to look a bit deeper

Once any connection is fully deactivated, try reconciling again (Ctrl + R) and see if the window matches your other accounts.

Let me know what you see in that tab! Thank you.