Automatic Reconciliation Issues [Edited]

Greydog9928

I have been using Quicken Mac for Business for a long time with many different types of accounts. My previous bank [Pacific Premier Bank] was acquired by Columbia Bank within the last year. With my previous bank, my associated accounts would automatically reconcile with each download. At the end of the month around the time my statement period would end, there might be a day or two where the account wouldn't reconcile for a day or two.

With my new bank [Columbia Bank], I will have long periods where the accounts will not automatically reconcile for about a week. I am trying to figure out what may cause this and whether there is anything I can do to help shorten or stop this from happening.

[Edited-Readability]

Quicken Alyssa

Hello @Greydog9928,

Thank you for sharing your experience.

For online accounts, you can automate reconciliation and let Quicken Classic for Mac handle it for you, which sounds like what you're doing. Quicken will compare your cleared transactions to your bank's reported balance and reconcile them automatically.

How auto-reconcile works

After each transaction download, Quicken checks whether the sum of your cleared transactions matches your online balance. If it does, Quicken automatically marks your transactions as reconciled. If there's a discrepancy, you'll see a notification banner above your register.

The bank you are downloading transactions from shouldn't really change how auto-reconciliation works, so I am curious what could be causing the issue you are seeing. Please verify your accounts are properly set up to auto-reconcile:

Set up auto-reconcile for an account

1. In the sidebar, Control-click the account you want to set up.
2. Choose Account Settings.
3. Go to the Downloads tab.
4. Check the box for Automatically reconcile my cleared downloaded transactions.

Let us know what you find!