Catch up on reconciliation in Quicken

If you're behind on reconciling your account, Quicken lets you go back and reconcile past months one at a time—or all at once. For best results, reconcile each bank statement individually to ensure your records are accurate.

Reconcile month by month (recommended)

Start with the oldest bank statement and work forward, one month at a time. This method gives you the most precise match between your Quicken records and your bank.

To reconcile:

1. Open the account you want to reconcile.

2. Select the gear icon ⚙️ in the upper-right corner, then choose Reconcile.

3. In the Ending Balance field, enter the ending balance from your oldest unreconciled bank statement.

4. In the reconciliation window, select the transactions that appear on that statement.

5. If the balances don’t match, Quicken gives you the option to enter an adjustment.

6. Repeat these steps for each subsequent month’s statement.

Reconcile all at once (not recommended)

If you're short on time, you can reconcile using the balance from your most recent statement and select all transactions since your last reconciliation. This approach is faster but may be less accurate, especially if there are discrepancies.

Tips for successful reconciliation

• Always use the ending balance from your bank statement, not your current online balance.

• Select only transactions that appear on the statement you're reconciling.

• Use the adjustment option only when necessary—frequent adjustments may signal larger issues with your records.