Quicken Mac Reconcile
Reconcile Quicken Mac 2016 - 2018
I finally succeeded in getting two months of reconciliation done in about three hours, a VICTORY!
I'm a person who has handled multiple checking accts for 40 years, and who has reconciled all of them monthly and easily within a minute or two.
But Quicken Mac the "new" version with the "new" reconciliation is very difficult, very non-intuitive, has had me spending half-days trying to make it work. I learned from the link below that I must leave the "Starting/Prior Balance" as Quicken has calculated it, though I don't understand and they don't explain what that number is. Don't change the "Starting/Prior Balance!" You may have to go back such as to before the beginning of your year and let Quicken enter an adjustment to then make reconciliation work now. I had to let it make one more adjustment during the year. "Adjustments" are absolutely anathema to me.
I finally found the following web site which helped quite a bit, though it is far from perfect for me, really does not explain what they're doing- I hope it helps you:
https://getsatisfaction.com/quickencommunity/topics/quicken-mac-v3-5-reconcile-troubleshooting
I finally succeeded in getting two months of reconciliation done in about three hours, a VICTORY!
I'm a person who has handled multiple checking accts for 40 years, and who has reconciled all of them monthly and easily within a minute or two.
But Quicken Mac the "new" version with the "new" reconciliation is very difficult, very non-intuitive, has had me spending half-days trying to make it work. I learned from the link below that I must leave the "Starting/Prior Balance" as Quicken has calculated it, though I don't understand and they don't explain what that number is. Don't change the "Starting/Prior Balance!" You may have to go back such as to before the beginning of your year and let Quicken enter an adjustment to then make reconciliation work now. I had to let it make one more adjustment during the year. "Adjustments" are absolutely anathema to me.
I finally found the following web site which helped quite a bit, though it is far from perfect for me, really does not explain what they're doing- I hope it helps you:
https://getsatisfaction.com/quickencommunity/topics/quicken-mac-v3-5-reconcile-troubleshooting
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Comments
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Reconciliation Process. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!
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- Where to find a Help Guide for Quicken for Mac?
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Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)