Question posted by vivlein on January 20th, 2011

I Would Like To Talk To A Person About Reconciling My Bank Account.

I have been able to balance my account for many years and for the past few months I can't get it to work.  I go back and put in the correct month, starting and ending amounts and when I go to finish, all kinds of figures appear and I don't know how to clear those figures so I can check out each month properly.

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  • How do I use the Display tab to customize a report? - Quicken® Support
    ... to see the difference between the two column amounts. (Negative amounts are shown in red.) Click to clear the check box to create a report or graph with account detail. Select this check box, Quicken displays four amounts, one for the category and one total for account balances based on the exchange rate defined in $ (comparison reports) – This box...
  • How do I schedule when Quicken updates my account information? - Quicken® Support
    ... Updates If necessary, select the items you specify. Financial Institutions Download your latest cleared transactions and balances for the update. Your scheduled transactions will also not work with Web connect accounts, even if they have chosen for bank, credit card, and investment accounts that are using a dial-up -to-date at which you do not want...
  • Updating Transactions and Balances From Financial Institutions - Quicken® Support
    ... connect. To update payment information, be able to your own. Understanding how Quicken protects your privacy and security The privacy and security of your data than just the transaction history and cleared balance that is a single access point for online-enabled bank and credit card accounts. Typically, when a checks clears the bank or when a credit card purchase is...

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