Reconcile to Statement 'as of" date

swierzyt
swierzyt Member
In the past after going to reconcile a box popped up allowing me to enter a statement date and ending balance. Now I don't get that, it goes directly to the list of cleared and uncleared items. How can I get back to seeing the "as of" box?

Best Answer

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @swierzyt

    The behavior that you describe ("it goes directly to the list...") means that you have apparently chosen to reconcile to the "online balance" rather than to a "paper statement".  To switch back to your prior setting:

    1) Open the account register in Quicken > Click on the "Gear" icon in the upper right;
    2) Click on "Reconcile" > in the pop-up window - click in the "Use paper statement" then click "OK".

    Let me know how that goes and whether you have any followups.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

Answers

  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Answer ✓
    Hi @swierzyt

    The behavior that you describe ("it goes directly to the list...") means that you have apparently chosen to reconcile to the "online balance" rather than to a "paper statement".  To switch back to your prior setting:

    1) Open the account register in Quicken > Click on the "Gear" icon in the upper right;
    2) Click on "Reconcile" > in the pop-up window - click in the "Use paper statement" then click "OK".

    Let me know how that goes and whether you have any followups.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • swierzyt
    swierzyt Member
    Thank you. It worked!
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