Press question mark to learn the rest of the keyboard shortcuts Log in sign up User account menu 1 How to force Quicken to reconcile to statement balance instead of online balance.
Is There A Cash Flow Report In Quicken 2018 Download Theyre TreatedIf I manually add these transactions in order to reconcile, then later when they download theyre treated as new transactions and it throws the whole thing out of whack.
Id like to just enter a date and an ending balance, and reconcile to that. My online balance always matches up with downloaded transactions and does not reflect any pending transactions. I can just let it auto-balance to the online balance pretty much 100 of the time now. Anyway, if you manually reconcile (click the gear dropdown on the top right, then reconcile), it brings up a dialog asking exactly what you want (balance to a statement amount or the current online balance). The first time, I got a dialog asking if I wanted to balance to statement or online. I chose online. Thereafter, when I click Reconcile, it goes immediately to the reconcile to online balance screen. I am with US Bank. And it always uses the available balance which is calculated after the pending transactions. Continue this thread View entire discussion ( 4 comments) More posts from the quicken community Continue browsing in rquicken rquicken This subreddit is for community discussion of Quicken (formally from Intuit) money management application. Is There A Cash Flow Report In Quicken 2018 Free To AskFeel free to ask questions, provide community support, and post informative links and howtos. All rights reserved Back to top.
0 Comments
Leave a Reply. |