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How do I reconcile a spending account?

Reconciling your spending accounts helps you synchronize your bank records with your Quicken register so you can be certain that neither you nor the bank has recorded any transactions incorrectly.

  • For spending accounts that you track manually, the process of reconciling is simply to compare the transactions in Quicken to your paper bank statement.
  • For online-enabled spending accounts you have a choice: you can compare the transactions in Quicken to your paper bank statement, or you can compare them to your latest online balance.
  • For cash accounts, all you need to do is update the account balance to the cash on hand.

Can you explain the different types of balances in Quicken?

You can get more information about balances at About your three register balance amounts.


To reconcile a spending account with the paper statement

To reconcile a spending account with the online balance

To update a cash account's balance to match the cash on hand

Notes

You can create a reconciliation report at the time you finish reconciling an account, when Quicken prompts you, or at a later date.

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