Every download from Discover credit card shows each transaction as reconciled when they are only cle

Downloaded transactions from Discover Card all show as reconciled when they are not

Comments

  • Antonio A.Antonio A. Member
    edited October 2018
    Go to  the menu Tools > Account list, then hit the Edit Button next to the Discover Card account, Go to the "Online Services" tab . Check if you have the checkmark in the Reconcile Using Online Balance checkbox. Then Uncheck it. If there is no Check mark. Try to create a Test file and connect your Discover account to see if it is automatically reconciled in the test file. If in the test file is not "automatically " reconciled, Your original data file might be corrupted or damaged.
  • DEANA E GLENNDEANA E GLENN Member
    edited July 2018

    Go to  the menu Tools > Account list, then hit the Edit Button next to the Discover Card account, Go to the "Online Services" tab . Check if you have the checkmark in the Reconcile Using Online Balance checkbox. Then Uncheck it. If there is no Check mark. Try to create a Test file and connect your Discover account to see if it is automatically reconciled in the test file. If in the test file is not "automatically " reconciled, Your original data file might be corrupted or damaged.

    Reconcile Using Online Balance is not checked. I don't know how to create a test file, so unless someone else has the answer, I'll live with it. I now reconcile manually by comparing the beginning and ending balances in the register versus the Discover statement.
  • SherlockSherlock SuperUser
    edited July 2018

    Go to  the menu Tools > Account list, then hit the Edit Button next to the Discover Card account, Go to the "Online Services" tab . Check if you have the checkmark in the Reconcile Using Online Balance checkbox. Then Uncheck it. If there is no Check mark. Try to create a Test file and connect your Discover account to see if it is automatically reconciled in the test file. If in the test file is not "automatically " reconciled, Your original data file might be corrupted or damaged.

    To create a test file, you would select File > New Quicken File...

    I suggest toggling Reconcile Using Online Balance on and then off in an attempt to coerce Quicken into behaving properly.
    Quicken user since 1997 
    Premier on Windows 7 
  • DEANA E GLENNDEANA E GLENN Member
    edited July 2018
    I found the solution. Go to Tools/Reconcile and uncheck "Always use Online Balance to Reconcile". The transactions now post as cleared when I download, and I can reconcile when I get Discover's statement.  Problem solved.
  • DEANA E GLENNDEANA E GLENN Member
    edited July 2018
    I found the solution. Go to Tools/Reconcile and uncheck "Always use Online Balance to Reconcile". The transactions now post as cleared when I download, and I can reconcile when I get Discover's statement.  Problem solved.
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