How do I Edit a Transaction to Match a Statement

As you're reconciling you may find a transaction on your paper statement that has not been recorded accurately in Quicken. Here's how to change that transaction in Quicken:

  1. In the Reconcile window, select the transaction that doesn't match your statement.
  2. Click Edit.
  3. Correct the error in the transaction.
  4. Click Save.
  5. Click Return to Reconcile.
  6. Mark the transaction as cleared.
  7. Continue reconciling.

To learn how to make other adjustments, see:

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

Help us improve our support center
Still can't find what you're looking for? Contact Support
Ask our community for help and to learn more about Quicken

Still can't find what you're looking for? Try these:

Contact Support

Free expert help from our Quicken
Customer Support team.

Talk to Support

Get help from expert users — the best
place for your tough questions.

Ask Our Community
Premium Support

Get priority access to our expert Quicken agents.
Skip the line and enjoy shorter wait times.

Learn More
Contact Support
Find what you need right now. Or talk to our support team for expert help.
Chat with us Wait time: Estimating...
Call us (650) 250-1900 Wait time: Estimating...
Ask the community