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How To Reconcile More Than One Month at a Time

Updated: 10/18/2012 | Article ID: GEN82351

If you haven't reconciled your Quicken account for a number of months, you can approach reconciliation in two ways.

Method #1 (recommended)

Balance each month separately, starting with your earliest statement.

Method #2

Balance all the unreconciled statements at the same time. Your records may not be as accurate as they would be if you reconciled each month separately.

  1. From your account register:
    • In Quicken 2013: Select the Actions gear icon at the very top of your register (Ctrl + Shift + N)
    • In Quicken 2012 and older: click on Account Actions
  2. Then select Reconcile.
  3. In the Ending Balance field, enter the ending balance from the most current statement.
  4. Click OK.
  5. Mark the transactions shown on all the statements for the period covered by your account register.
  6. If there's a difference, you can let Quicken enter an adjustment transaction so that your records will match the next time you reconcile the account.

 

 
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