Reconcile has been of for the past couple months

System
System Member admin
edited February 20 in Registers & Transactions (Windows)

This discussion was created from comments split from:

My Bank reconciliation is a mess. Starting balance from last month is off. Items reconciled last mo

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  • Keith Johnson
    Keith Johnson Member ✭✭✭

    My Quicken reconciliations have been off for the last couple of months. Prior to that time, they were always accurate. Now, even daily reconciliations are not consistent. Something is seriously wrong here. I have neither the time nor the energy to go back over all my steps to try and find an error that worked yesterday but does not work today.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Keith Johnson,

    Thank you for reaching out! To help troubleshoot, please provide more information:

    1. Is this happening in one account or multiple accounts?
    2. Which financial institution is the problem account connected to?
    3. What have you been doing to correct the reconciles?
      1. For instance, have you been adding adjustment transactions?
    4. When the reconciliation is incorrect, is there any obvious pattern, such as being off by the amount of a previous adjustment or pending transactions?

    I look forward to your response!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Keith Johnson,

    We haven't heard back from you in a while. Do you still need assistance?

    Check back and let us know! Thank you.

    Quicken Kristina

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