Automatic Reconciling

Duderino
Duderino Quicken Windows Subscription Member
edited August 7 in Registers & Transactions (Windows)

I'm using a brokerage account for checking, and in quicken it separates these account types. Recently, the "checking" account started automatically reconciling the account every time I log in. I want it to stop, but there is no way to turn it off. There is no online account tab for the "checking" account, and the parent brokerage account doesn't have that option, because it is an investing account. Any suggestions?

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Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    My only guess would be to go to the brokerage account and see if the "Reconcile using online balance" is set there (in the Account Details → Online Services tab).

    Note that this online balance reconcile (for investment accounts) has never worked right so there is anything lost by turning it off.

    The checking account associated with a brokerage account is a virtual account. The transactions come into the brokerage account and if they are "cash transactions" they are pushed to the virtual checking account.

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