nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Reconciliation Details Window Missing

mggm100

When trying to reconcile accounts, the reconciliation details window does not come up. It goes directly to the next window showing cleared items, etc and reconciles as if today's date is the statement period end date. I find no way to make a correction to the actual end of statement period date.

Find more posts tagged with

Reconcile

Windows

Accepted answers

Quicken Laura

Hi @mggm100,

Thank you for reaching out.

It’s possible that the account is set to reconcile using the online balance by default. To test this, please disable that option and then try reconciling the account again.

To disable Reconcile using online balance:

Click the gear icon in the upper-right corner of the affected account.
Select Edit Account Details.
Go to the Online Services tab.
Uncheck Reconcile using online balance.
Click OK to save the change.

Once you've completed these steps, please attempt to reconcile the account again.

I look forward to hearing how it goes!

All comments

Quicken Laura

Hi @mggm100,

Thank you for reaching out.

It’s possible that the account is set to reconcile using the online balance by default. To test this, please disable that option and then try reconciling the account again.

To disable Reconcile using online balance:

Click the gear icon in the upper-right corner of the affected account.
Select Edit Account Details.
Go to the Online Services tab.
Uncheck Reconcile using online balance.
Click OK to save the change.

Once you've completed these steps, please attempt to reconcile the account again.

I look forward to hearing how it goes!

mggm100

Thank you …. That was the issue in two of my accounts. Others were not affected. The mystery is how that box got checked. But now if it happens again, I will know what to do. I have gone years without ever using the online balance for reconciliation. I don't know how that box was checked in two of my accounts.

Mike

Quicken Laura

It’s possible for options to be selected inadvertently. I’m glad to hear the issue is now resolved.
Please feel free to reach out if you have any additional questions.