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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. Quicken selects the transaction in the account register.
  3. Correct the error in the transaction.
  4. Click Save.
  5. Select the Return to Reconcile button on the top right of the register (below the gear icon). Quicken will reopen the Reconcile window.

  6. Mark the transaction as cleared.
  7. Continue reconciling.

To learn how to make other adjustments, see:

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