Report to help Reconciliation

MMCADD
MMCADD Quicken Windows Subscription Member
in Reports

Presently to see if the online balance does not match the balace in Quicken one has to open each bank/credit card account to see if they match. It would be much easier if there was a report which would show these balances to know which accounts have to be investigated

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  • lcnelson
    lcnelson Quicken Windows Subscription Member

    Please create a report comparing online balance with ending balance!

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The Account List view from the Tools Menu comes close, but it doesn't have the Online Balance column.
    That, IMHO, would be the logical place to add this column.

  • Ronbechtold
    Ronbechtold Quicken Windows Subscription Member

    When reconciling an account select detail items to include using transaction date not date posted. When you use date posted some items are not chosen for reconciliation.

  • FredGrandt
    FredGrandt Quicken Windows Other Member ✭✭

    Please create a report that will show online balance vs register ending balance for all accounts, Need an easy way to see if they disagree without having to open each register. Perhaps a new dashboard item?

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