Step 2 Clear transactions and make adjustmentsĪfter you click Next, you'll be presented with a new view that calculates the balance of your cleared transactions as you check them off. If the account is not set up for downloads but you want to use a balance from the bankĮnter the account balance that you obtained from the bank via their website or telephone access into the Online Balance field.Įnter the Ending Balance from your statement. Your r econciliation information will appear. If you want a more recent download, click the Update Balance button.Ĭlick Next.
If the date of the last download shown is recent, go to step 3. Make sure that Use Online Balance is selected. Step 1Ĭhoose whether to reconcile against an online balance or a statement balance.
Quicken helps you do the math to calculate whether your balance is on target or not. The second step is to clear transactions against your bank. The first step is to choose whether you want to reconcile against an online balance or a statement balance. The reconcile window displays all your transactions in the selected register, with the Clr column. You can also go to Quicken > Accounts > Reconcile Account. Select the account you want to reconcile from the sidebar.Ĭlick the Reconcile icon on the lower right side of the register action bar. You can reconcile directly within your account register.
