Quicken not reconciling due to one Savings Goal Transaction.

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Normally Savings Goals have have not been a problem for reconciling my account. Some cross months and some are intra-month. But today I have one Savings goal transaction of exactly $50 that is showing as a reconciling balance difference. Normally I download, then Accept transactions and when i click done the reconcile automatically kicks in. Sometimes there is the occasional transaction that has not cleared totally that causes me some issues but this is a first.

I downloaded from the bank
Accepted transactions
Reconciled the account
Then transferred money from savings goals (4 or 5) to primary checking for the month. Later I found one more I needed to transfer the next day. This one savings goal withdrawal is now showing as a balance error. Not sure why it picked this one or how to avoid it other than turning off auto reconcile and being more strategic in when I kick it off. I really like how it works now but, if I must I can change.

Any clues anyone?

Answers

  • Quicken Jared
    Quicken Jared Alumni ✭✭✭✭
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    MarkifyMe said:
    Normally Savings Goals have have not been a problem for reconciling my account. Some cross months and some are intra-month. But today I have one Savings goal transaction of exactly $50 that is showing as a reconciling balance difference. Normally I download, then Accept transactions and when i click done the reconcile automatically kicks in. Sometimes there is the occasional transaction that has not cleared totally that causes me some issues but this is a first.

    I downloaded from the bank
    Accepted transactions
    Reconciled the account
    Then transferred money from savings goals (4 or 5) to primary checking for the month. Later I found one more I needed to transfer the next day. This one savings goal withdrawal is now showing as a balance error. Not sure why it picked this one or how to avoid it other than turning off auto reconcile and being more strategic in when I kick it off. I really like how it works now but, if I must I can change.

    Any clues anyone?
    Hello @MarkifyMe,         

    We are sorry about this problem with Reconciling accounts and finding . Thank you for inquiring about this here on the Quicken Community. 

    Have you tried restoring from a recent backup? We recommend saving backups frequently by navigating to File > Copy or Backup File... in the upper menu at the top of the screen. Provided that this has been done often, you should be able to restore from a backup that was saved just prior to when this issue emerged by navigating to File > Restore from backup... in the same menu. I am curious about whether or not this problem continues in the restored file. 

    Let us know about what you find after attempting these steps, if you can. 

    Thank you,

    Quicken Jared 
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