Cannot reconcile some accounts

gus
Member
I'm trying to reconcile my loan accounts and the "Reconcile Account" option under Accounts for those accounts are greyed out. I read several threads and it seems that the only solution is to convert them to a liability account. Is this a bug? Or is it a lack of functionality? I want keep the loan option but be able to reconcile. Can you provide some insight?
Quicken Premier 2020
v 5.17.3 (Build 517.34913.100)
macOS 10.15.6
Quicken Premier 2020
v 5.17.3 (Build 517.34913.100)
macOS 10.15.6
0
Best Answer
-
@gus You are correct – loan accounts cannot be reconciled. It's just the way they're set up, for whatever reason. All other types of accounts can be reconciled (note – only the cash portion of investment accounts can be reconciled).
I just click on the "Clr" box and turn it blue when I match my balance against the most recent statement.5
Answers
-
@gus You are correct – loan accounts cannot be reconciled. It's just the way they're set up, for whatever reason. All other types of accounts can be reconciled (note – only the cash portion of investment accounts can be reconciled).
I just click on the "Clr" box and turn it blue when I match my balance against the most recent statement.5
This discussion has been closed.
Categories
- All Categories
- 21 Product Ideas
- 28 Announcements
- 207 Alerts, Online Banking & Known Product Issues
- 20 Product Alerts
- 743 Welcome to the Community!
- 617 Before you Buy
- 1.2K Product Ideas
- 50.5K Quicken Classic for Windows
- 15.6K Quicken Classic for Mac
- 992 Quicken Mobile
- 784 Quicken on the Web
- 76 Quicken LifeHub