Reconcile an account

mikehol
mikehol Quicken Windows Subscription Member ✭✭
edited February 2022 in Registers & Transactions (Windows)
I have a question about reconciling. I have an old account that hasn't been reconciled in a few years but has been used a lot. I would like get this account back in reconciliation. I know there's a lot of entries missing in debits and credits. How is the best way to reconcile this account and not have to balance 2yrs of statements.

Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod
    Hello @mikehol,

    Thank you for coming to the Community with your question.

    When reconciling an account, Quicken will offer to add an adjustment transaction to balance the account. Then moving forward, you can reconcile monthly to ensure your account stays balanced. 

    Hope this answers your question. Do let us know if there is anything still in question and we will be happy to help.

    Thank you!




    Quicken Alyssa

    Quicken Alyssa

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  • OldSkoolDj
    OldSkoolDj Quicken Windows 2017 Member ✭✭
    Check with the bank to see if old .QFX files are still available for download. That will allow for some transactions to be reconciled. For the missing one, just accept the adjustment.
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