I need to correct a reconciliation

Susan Berland
Susan Berland Quicken Windows Subscription Member
in Errors and Troubleshooting (Windows)

I am using a PC. I just reconciled and brand new credit card and I put in an incorrect ending balance. Is there any way to correct that?

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Best Answer

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

    What type of corrections do you need to make? Do additional transactions need to be marked as Reconciled? Or fewer?

    Because, while it's not generally recommended, in your case the easiest course of action might simply be to take a backup and then manually mark/unmark the appropriate transactions.

    The alternative is to UNmark every transaction that you previously reconciled and then re-reconcile OR to restore from a backup, catch-up any transactions since that backup, re-download from your accounts and then re-reconcile.

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

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    I take it that you are in the reconcile window?

    If that is the case, select the Balances button and you will be able to update the information you put in.

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

    What type of corrections do you need to make? Do additional transactions need to be marked as Reconciled? Or fewer?

    Because, while it's not generally recommended, in your case the easiest course of action might simply be to take a backup and then manually mark/unmark the appropriate transactions.

    The alternative is to UNmark every transaction that you previously reconciled and then re-reconcile OR to restore from a backup, catch-up any transactions since that backup, re-download from your accounts and then re-reconcile.

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

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