when will Quicken allow the user to input the bank balance during reconciliation?
Larry Gill
Member ✭✭
When will Quicken allow the user to input the bank balance during reconciliation?
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Best Answer
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Rocket J Squirrel said:Quicken has always allowed entry of the ending balance into the Reconcile dialog.
It’s working as it should. You get to choose whether to use a statement balance (which can be obtained online as opposed to actual paper) or an online balance (which is always supplied directly by the bank). It doesn’t make sense to want to manually enter a balance and use the online balance at the same time.Larry Gill said:Only if Paper Statement is used. I always use Online Balance.Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
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Answers
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Quicken has always allowed entry of the ending balance into the Reconcile dialog.
Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
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Only if Paper Statement is used. I always use Online Balance.0
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If you always use Online Balance, you are telling Quicken to always use the last bank balance obtained from the financial institution. If you want to enter a different bank balance, do not tell Quicken to use the Online Balance.Larry Gill said:Only if Paper Statement is used. I always use Online Balance.0 -
Let's pursue this. If not the "Online Balance", which is provided by your bank, what "input the balance" would you use ??? Does your bank perhaps not know what your account balance is?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
I find the Online Balance obtained by Quicken to be unreliable. I use the date and balance from a statement I obtain from the financial institution instead.NotACPA said:Let's pursue this. If not the "Online Balance", which is provided by your bank, what "input the balance" would you use ??? Does your bank perhaps not know what your account balance is?0 -
Rocket J Squirrel said:Quicken has always allowed entry of the ending balance into the Reconcile dialog.
It’s working as it should. You get to choose whether to use a statement balance (which can be obtained online as opposed to actual paper) or an online balance (which is always supplied directly by the bank). It doesn’t make sense to want to manually enter a balance and use the online balance at the same time.Larry Gill said:Only if Paper Statement is used. I always use Online Balance.Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.
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