How do I add a missing transaction to match a statement?


As you're reconciling you may find a transaction that appears on your paper statement, but not in Quicken. Here's how to add that transaction to Quicken:

  1. In the Reconcile window, click New.
    • What happens now?
      Quicken switches to the account register and selects the new transaction line.
  2. Enter the transaction as usual.
  3. Click Save.
  4. Click Return to Reconcile.
  5. Mark the transaction cleared.
  6. Continue reconciling.

To learn how to make other adjustments, see:

Editing an existing transaction
Adjusting the opening balance to match a statement
Adjusting the account register to match a statement

For assistance with an account that won't reconcile, see:

What if something goes wrong while reconciling?

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.