Why are pending online transactions considered for reconciliation?
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LeeG
Member ✭
I reconcile using online balance. Because transactions that are "processing" at the bank (i.e. have not yet cleared), the Cleared Balance and the Statement Engine Balance obviously will never balance, if there are any transactions "processing" online.
The only way to balance is to manually enter the pending transactions (not something I want to do every time I reconcile) and click them as cleared (which they are not yet) in the reconciliation window.
This used to always 'auto' balance in this account, not sure what changed. (I did not switch to using statement ending balance and go back)
The only way to balance is to manually enter the pending transactions (not something I want to do every time I reconcile) and click them as cleared (which they are not yet) in the reconciliation window.
This used to always 'auto' balance in this account, not sure what changed. (I did not switch to using statement ending balance and go back)
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Hello @LeeG,
Thank you for reaching out to the Quicken Community. We apologize you are having this issue. To better assist you more information is needed. For instance, what financial institution are you using? Is this occurring in one or all accounts? Also, what connection method are you using?
You can check the connection method by selecting Tools >Account List >Edit account details >Online Services.
Please elaborate further so that we may provide the proper guidance.
-Quicken Paloma0
