How do I get all transaction to appear in reconcile?

LRHGuy
LRHGuy Quicken Windows Subscription Member
in Registers & Transactions (Windows)

I want to see transactions that have cleared AFTER the statement date.

I do NOT use download of transactions.

I have an automatic rent payment in my bank's bill pay for the first of the month. Sometimes, it clears a day or two early. When I go to reconcile, it doesn't show up in the transaction list.

This is in the current windows (subscription) quicken. I never had this problem before updating to the recent version a year and a half ago. (Prior version was I think 2011)

How do I get these transactions to show in reconcile?

Tagged:

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    The only way would be to change the ending statement date.

    Signature:
    This is my website (ImportQIF is free to use):

    http://www.quicknperlwiz.com/

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I have an automatic rent payment in my bank's bill pay for the first of the month. Sometimes, it clears a day or two early. When I go to reconcile, it doesn't show up in the transaction list.

    You are not changing the transaction date to match when it actually cleared? IMO, that would be the best thing to do because that reflects reality. Or am I misunderstanding something here?

    Quicken Classic Premier (US) Subscription: R65.29 on Windows 11 Home

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @LRHGuy,

    We haven't heard back from you in a while. Do you still need assistance?
    If so, could you please provide the answers to @Boatnmaniac's questions?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @LRHGuy To "reconcile" is to compare your Q records to the bank statement.

    Since the bank statement can't possibly contain anything AFTER the statement date, what you're asking is impossible without inputting another/later statement date or changing the transaction(s) date.

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @LRHGuy,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Categories