Reconciling an investment accounts

jkl1
jkl1 Quicken Windows Subscription Member ✭✭
edited February 22 in Investing (Windows)

To reconcile an investment account has a new problem. When clicking in the check mark in the CLR column, Quicken often processes the click on the underlying register window not on the popup reconciliation window. It's sometimes necessary to move the reconcile window so that the check mark you want to click is over a different part of the underlying main account register. In other words Quicken has a loss of window focus of where the click is supposed to be active.

I've had this over the last month (Quicken windows classic) Anyone else see this?

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @jkl1,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information:

    • Is this happening in one investment account, or multiple?
    • Is the problem account updated manually?
      • If not, which financial institution is it connected to?
    • Does the problem account have a linked checking account in Quicken?
    • What are you seeing happening in the register when you click to check/uncheck in the reconcile window?

    I look forward to your reply!

    Quicken Kristina

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