Tutorial on reconciling

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MaryV
MaryV Member ✭
edited May 2022 in New to Quicken/Getting Started (Mac)
Hello...How do I start the process of reconciling my checking account? I have entered all of my monthly transactions.

Answers

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
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    You select the account in the sidebar, and then click Reconcile at the lower right:



    Alternatively, you can select the account and from the Menubar, choose Account:Reconcile



    This isn't a tutorial, but that should get you started as to how you reconcile an account.
  • bijoux
    bijoux Member ✭
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    Reconcile is grayed out under account and on the menu bar. How can I change it?
  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
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    Make sure you have the actual account selected in the sidebar. You can't have a grouping such as Banking or All Accounts selected-you must have the actual account highlighted.
  • paul@f
    paul@f Member ✭
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    seriously! This is an explanation? Press the button? Thanks.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    @paul@f  We're fellow Quicken users here, trying to help each other out. There's no reason to get snarky with a fellow user because they didn't provide 100% of what you're looking for; instead, how about writing back to explain what you don't understand or are having trouble with. 
    Quicken Mac Subscription • Quicken user since 1993
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