How do I turn on automatic reconcile?

harleygj1
harleygj1 Member ✭✭
edited July 2023 in Errors and Troubleshooting (Windows)
I have searched the online help and all the info is out of date.

Best Answer

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Go to Account Register > upper right Gear icon > Edit Account Details > Online Services tab > check the box for Reconcile using online balance.

    The next time you have new transactions downloaded and you run Reconcile Quicken should then prompt you to select the option to automatically reconcile the account.

    If you already have this box checked, uncheck it and click on OK. Then do the 1st paragraph.

    Quicken Classic Premier (US) Subscription: R65.17 on Windows 11 Home

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Go to Account Register > upper right Gear icon > Edit Account Details > Online Services tab > check the box for Reconcile using online balance.

    The next time you have new transactions downloaded and you run Reconcile Quicken should then prompt you to select the option to automatically reconcile the account.

    If you already have this box checked, uncheck it and click on OK. Then do the 1st paragraph.

    Quicken Classic Premier (US) Subscription: R65.17 on Windows 11 Home

  • harleygj7
    harleygj7 Quicken Windows Subscription Member ✭✭
    That did the trick. Thanks
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