USAA reconciliation

Hello @ChrisHolzapfel,

Thanks for reaching out.

I invite you to review the instructions below regarding turning on and off pending transactions whether you would like this globally or for individual accounts. You can also view these instructions and read more using this link.

1. Select the Edit menu.
2. Select Preferences. The Preferences window will appear.
3. On the left panel, select Pending Transactions.
   

Turn Pending Transactions on or off globally

To turn Pending Transactions on or off, click the ON/OFF switch on the Pending Transactions preferences screen (See above). This will turn on pending transactions for all capable account. To select specific accounts, see the next heading.

Select accounts to show Pending Transactions and include them in balances

When you turn on Pending Transactions, Quicken's default is to show those transactions for all eligible accounts.

Eligible Accounts

Only accounts that use Express Web Connect to download transactions are eligible for Pending Transactions.

To select specific accounts to display pending transactions in the register:

1. On the Pending Transactions preferences page, select Account Settings.
2. On the Select accounts to show Pending Transactions screen, select the accounts you want to show pending transactions.
   
3. if you wish to have pending transaction amounts count toward your balances, select the accounts in the Include in current & ending balances column. Only accounts that display pending transactions are eligible to include them in balances.
   
4. Select OK.

I hope this helps!

Hello @ChrisHolzapfel,

Are you still requiring assistance?

Let me know!

Hello @ChrisHolzapfel,

Are you still experiencing this issue?

Thanks!