Account Balancing problem

Jim Canaday
Jim Canaday Quicken Windows Subscription Member
edited November 2023 in Registers & Transactions (Windows)

Hi, Trying to blanace my checking acocount. I have transaction right up to date but when I go to reconcile the account, it only shows transactions through September.

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Are you trying to reconcile to the Online Balance?

    If so, the Online Balance also has a date associated with it. If the Online Balance/date hasn't been updated, then you are basically reconciling to a past date.

    If you can bring up the reconcile dialog, then you can select the Balances button and it will tell you the date for the online balance.

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  • Jim Canaday
    Jim Canaday Quicken Windows Subscription Member

    Thanks. Will have to remember that one

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