How to make Quicken Classic go back to letting me reconcile to a statement ending date

amyinsd
amyinsd Quicken Windows Subscription Member ✭✭

Each month I download transactions for the period of a statement and reconcile using the statement ending date, not the current balance. This works well for me. I do it on several checking accounts.

But this month, for just one of my accounts (The others work as before), Quicken won't show me the window where I can choose that option and fill in the statement ending balance. Instead, it goes straight to using the current balance when I choose Reconcile. And so far I can't find anywhere that allows me to change it back to the way I want it. Suggestions?

I'm running Quicken for Windows, version R60.15, build 27.1.60.15.

Tagged:

Best Answers

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

    First place to look. TOOLS, Account List, click EDIT adjacent to the errant account, click Online Services. Is "Reconcile using online balance" in the lower right corner checked?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • amyinsd
    amyinsd Quicken Windows Subscription Member ✭✭
    Answer ✓

    Thank you! Easy to fix, when you can remember where to look. I'll try to save your answer where I can find it next time.

Answers

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

    First place to look. TOOLS, Account List, click EDIT adjacent to the errant account, click Online Services. Is "Reconcile using online balance" in the lower right corner checked?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • amyinsd
    amyinsd Quicken Windows Subscription Member ✭✭
    Answer ✓

    Thank you! Easy to fix, when you can remember where to look. I'll try to save your answer where I can find it next time.

This discussion has been closed.