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ec1060
Member ✭✭
Frustrated. New install of Quicken. Spent about an hour linking all of my banks, credit cards, credit unions, loans, etc. Quicken supposedly syncs all of my accounts and the Home page says I have -$13,483 this month.
This is nowhere near correct.
So looking at all of my accounts down the left side of the page I can see most balances are incorrect. If I drill down into an account to view the register, there are over 100 transactions. As I start to go through them I find duplicate entries, and at the bottom the starting balance is off. So the end result is, all values are off and it's very frustrating.
I am not going to manually edit every single account and try and figure out what's wrong. So, how can I start over, link to my bank accounts, have Quicken grab the current balance as of that moment and make it my STARTING balance in the Quicken register and forget about the past 100+ transactions?
Or, how can I easily and reliably fix all the madness that Quicken is showing me now?
[edited for readability]
This is nowhere near correct.
So looking at all of my accounts down the left side of the page I can see most balances are incorrect. If I drill down into an account to view the register, there are over 100 transactions. As I start to go through them I find duplicate entries, and at the bottom the starting balance is off. So the end result is, all values are off and it's very frustrating.
I am not going to manually edit every single account and try and figure out what's wrong. So, how can I start over, link to my bank accounts, have Quicken grab the current balance as of that moment and make it my STARTING balance in the Quicken register and forget about the past 100+ transactions?
Or, how can I easily and reliably fix all the madness that Quicken is showing me now?
[edited for readability]
0
Best Answer
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When we first set up an account in Quicken, we need to establish an initial balance. There are a few ways to do this. If you're really lazy and trusting, you may allow Quicken to accept all the imported transactions, reconcile to the Online Balance, and allow Quicken to enter an adjustment transaction.
If you want to start the register on a specific date, you may delete the earlier transactions: With the register sorted by date, left click on the earliest transaction, press Shift and left click on the last transaction you would like to delete, then press Ctrl + D.
Before making any significant changes to you data file, always save a backup: Press Ctrl + B5
Answers
-
When we first set up an account in Quicken, we need to establish an initial balance. There are a few ways to do this. If you're really lazy and trusting, you may allow Quicken to accept all the imported transactions, reconcile to the Online Balance, and allow Quicken to enter an adjustment transaction.
If you want to start the register on a specific date, you may delete the earlier transactions: With the register sorted by date, left click on the earliest transaction, press Shift and left click on the last transaction you would like to delete, then press Ctrl + D.
Before making any significant changes to you data file, always save a backup: Press Ctrl + B5
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