Skip to content
  • Register

    • Credit card reconcile switched to Online Balance

    Quicken Windows Subscription Member
    edited March 2024 in Errors and Troubleshooting (Windows)

    One of my credit card accounts switched to Online Balance from Paper Statement and I can't switch it back. Have unchecked in accounts and on the reconcile screen but it continues. Also, I inadvertently checked "don't show me this screen again" on the section that automatically adds a payment for the credit card after reconcile and I don't know how to get it back.

    Tagged:

    Best Answer

    • Quicken Windows Subscription Member ✭✭✭✭
      Answer ✓

      Go to Account Details → Online Services tab, the is a checkbox at the bottom of it "Reconcile to online balance". Deselect it and select OK.

      The next time you start reconcile, it will ask you if you want to reconcile to the Statement or Online Balance.

      For the "don't show me this screen again" problem:

      Edit → Alerts & Messages → Reset Quicken Warnings

      Signature:
      This is my website: http://www.quicknperlwiz.com/

    Answers

    • Quicken Windows Subscription Member ✭✭✭✭
      Answer ✓

      Go to Account Details → Online Services tab, the is a checkbox at the bottom of it "Reconcile to online balance". Deselect it and select OK.

      The next time you start reconcile, it will ask you if you want to reconcile to the Statement or Online Balance.

      For the "don't show me this screen again" problem:

      Edit → Alerts & Messages → Reset Quicken Warnings

      Signature:
      This is my website: http://www.quicknperlwiz.com/
    This discussion has been closed.

    Welcome!

    It looks like you're new here. Sign in or register to get started.
    Sign In
    Register

    Quick Links

    Categories