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:

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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.