Reconcile

Discussion List

• 
  A phantom/invisible transaction is throwing off my cleared balance. What can I do?

  Answered Closed MWK8 163 views 11 comments 0 points Most recent by Jim_Harman October 2025Registers & Transactions (Windows)
• 
  2

  Up
  Account Status Report

  Reviewed Michael Wacey 52 views 4 comments 2 points Most recent by Michael Wacey October 2025Reports
• 
  When I update my Fidelity accounts, all my accounts' Online Balance is $0.00. Why?

  Answered Closed mverzola 301 views 11 comments 0 points Most recent by Quicken Alyssa October 2025Registers & Transactions (Mac)
• 
  Balance errors created by reconciling a transaction

  Closed bbuckley 81 views 6 comments 0 points Most recent by Quicken Alyssa October 2025Errors and Troubleshooting (Windows)
• 
  3

  Up
  Ability to sort credits and debits independently during reconciliation

  Reviewed Mark Kothe 22 views 2 comments 3 points Most recent by Mark Kothe October 2025Manage Accounts and Transactions
• 
  4

  Up
  In Reconcile workspace, add button to hide/show marked items

  Reviewed Don406 113 views 5 comments 4 points Most recent by Quicken Alyssa October 2025Display/UI
• 
  How can I switch from paper statement reconciling on online balance?

  Answered Closed Eliza M 23 views 1 comment 0 points Most recent by Chris_QPW October 2025Errors and Troubleshooting (Windows)
• 
  Re: 9/24/25 Fidelity Investments - Changes to Money Market/Cash holdings

  Closed 20202 33 views 1 comment 0 points Most recent by 20202 October 2025Download, Add/Update Accounts (Mac)
• 
  Switching from Online reconciling back to Paper reconciling

  Closed SwampGuy 42 views 2 comments 0 points Most recent by q_lurker October 2025Registers & Transactions (Windows)
• 
  Downloaded Schwab accounts are using total brokerage balance not cash in account when reconciling?

  Answered ✓ Closed JayBugs 44 views 2 comments 0 points Most recent by Quicken Anja October 2025Download, Add/Update Accounts (Mac)
• 
  Quicken Incorrectly Adding Reconciled Amounts

  Closed Tom Knueven 12 views 1 comment 0 points Most recent by UKR September 2025Registers & Transactions (Windows)
• 
  Credit Card Account total doesn't match CC statement - only 7 transactions, do not add up

  Answered Closed StephenK 36 views 3 comments 0 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)
• 
  Where can I find the Last Reconciliation Date? (Windows R64.25)

  Answered ✓ Closed MurphsWorld 177 views 10 comments 0 points Most recent by Westley September 2025Registers & Transactions (Windows)
• 
  Reconcile Issue (Q Mac)

  Answered Closed kwelch02 32 views 1 comment 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Mac)
• 
  Marking downloaded transactions as Reconciled instead of Cleared

  Closed John Dozier 45 views 3 comments 0 points Most recent by Quicken Anja September 2025Download, Add/Update Accounts (Windows)
• 
  Fidelity - My issues arent listed

  Answered Closed shusters 32 views 1 comment 0 points Most recent by Quicken Alyssa September 2025Errors and Troubleshooting (Mac)
• 
  Done Action Button Missing after OSU. Version B74.31 Build 27.2.74.31

  Closed lpa 12 views 1 comment 0 points Most recent by Quicken Kristina September 2025Registers & Transactions (Windows)
• 
  Statement Date and Ending Cash Balance don't persist on investment accounts

  Answered Closed LMillsap1 12 views 1 comment 0 points Most recent by Quicken Anja September 2025Investing (Windows)
• 
  Chase auto-reconcile error due to missing pending transactions

  Closed qudtp 53 views 5 comments 0 points Most recent by Quicken Kristina September 2025Download, Add/Update Accounts (Mac)
• 
  1

  Up
  Reconciliation Confirmation

  Reviewed Tony578 22 views 0 comments 1 point Started by Tony578 September 2025 Product Enhancements
• 
  Why is reconcile not adding the payment amount on the left side?

  Answered Closed ToddRH 92 views 11 comments 0 points Most recent by mshiggins September 2025Registers & Transactions (Windows)
• 
  1

  Up
  Credits against invoices for non-paid charges

  Reviewed Schwa 21 views 2 comments 1 point Most recent by Schwa September 2025Rental Property and Business Tools
• 
  Reconciling in Mac after Converting from Windows

  Closed System 76 views 8 comments 0 points Most recent by Quicken Anja August 2025Registers & Transactions (Mac)
• 
  For the past month, Quicken is automatically trying to reconcile my checking account only. Why?

  Answered Closed andreab 62 views 1 comment 0 points Most recent by Quicken Anja August 2025Registers & Transactions (Windows)
• 
  Truist/Quicken reconciliation

  Closed lwv 37 views 4 comments 0 points Most recent by Quicken Kristina August 2025Registers & Transactions (Windows)
• 
  Nordstrom transactions in account register reversed, can't reconcile

  Closed System 904 views 38 comments 0 points Most recent by jtomalley August 2025Errors and Troubleshooting (Windows)
• 
  1

  Up
  Make Reconciliation function more intuitive and have better help when its out of balance [Edited]

  Reviewed Dan_in_Sterling 21 views 1 comment 1 point Most recent by Chris_QPW August 2025Product Enhancements
• 
  2

  Up
  Check box for manual reconciliation

  Reviewed exofriend 94 views 1 comment 2 points Most recent by Basil and Joni August 2025Product Enhancements
• 
  Balancing Cash Adjustments

  Answered ✓ Closed Don32@ 136 views 8 comments 0 points Most recent by Jim_Harman August 2025Investing (Windows)