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  1. Reconciling an Account in Quicken for Windows [Support Article]

    GEN82344 Overview When you balance, or reconcile, an account, you compare your Quicken account ... well as by earlier transactions. Important: Reconciling is not a required process, but some users ... choose to reconcile their accounts to ensure consistency between their information in Quicken and what is ...

    338 found this helpful
  2. How do I adjust the opening balance to match a statement? [Support Article]

    HOW22960 If you can't reconcile your Quicken account with your paper statement it may be ... because the opening balances do not agree. Here's how to resolve the difference: Reconcile as far as ... resolve the difference. Here are possible reasons for the difference: If you're reconciling for the ...

    86 found this helpful
  3. Reconciling Accounts in Quicken for Mac [Support Article]

    HOW24938 When you balance, or reconcile an account, you compare your Quicken account records ... reconciling is a useful way of double-checking the accuracy of your transactions. But if you download ... transactions from your financial institutions reconciling may not be necessary. If the balance shown on your ...

    111 found this helpful
  4. How To Reconcile My Account For the First Time in Quicken [Support Article]

    GEN82120 To reconcile your account for the first time in Quicken: Select the account you want to ... reconcile on the left in the Account Bar. Enter all of your transactions that occurred since the date of the ... your register (Ctrl + Shift + N) Then choose Reconcile. Using your account statement, check the amount ...

    54 found this helpful
  5. How do I reconcile more than one month at a time? [Support Article]

    reconcile, or if you used to reconcile an account and have not done it for several months, you need to go ... back and reconcile your Quicken account with the bank statements for the months you skipped before you ... start to reconcile the statement for the current month. Quicken reconciles one bank statement at a time. ...

    79 found this helpful
  6. Manually Reconcile a Transaction [Support Article]

    GEN82079 Manually reconcile your account in situations where your reconcile is off using the ... normal methods.  By manually unreconciling the account you can then re-reconcile and verify if any ... transactions are missing. To manually reconcile a Quicken transaction: If necessary, open the account register. ...

    165 found this helpful
  7. Reconciling Cash Accounts in Quicken for Mac [Support Article]

    HOW24989 You don't need to balance a cash account the way you reconcile a Quicken bank ... an adjustment transaction to cover the total amount of your miscellaneous cash expenses. To reconcile ... a cash account Select the cash account you want to reconcile from the Accounts section in the sidebar. ...

    5 found this helpful
  8. Change in Statement Date in Reconcile Details not Affecting the Service Charge, Interest Earned Date [Support Article]

    GEN83426 In the Reconcile Details window, there are three date fields: New Statement Ending Date ...

    8 found this helpful
  9. Transactions Missing When Reconciling Your Account [Support Article]

    GEN82167 Overview You may find some or all transactions missing when you reconcile your account. ... All transactions with the letter R in the Clr column have already been reconciled. If you want ... to change a transaction's reconciled status: Click the R, and then click No  to the message "Would ...

    168 found this helpful
  10. Correct a Difference in an Account if it Does Not Reconcile [Support Article]

    Select the transaction in the Reconcile Bank Statement window, click the Edit button, correct the ... transaction, return to the Reconcile Bank Statement window, and continue. If your bank made an error, complete ... reconciling. Windows ...

    120 found this helpful

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