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When you reconcile (balance) a spending account, you compare your Quicken account records against your current bank statement and resolve any differences between the two. Reconciliation can be affected by transactions that occurred in the period shown on your current bank statement as well as by earlier transactions.

What can I do?

Frequently asked questions

  • What is my opening balance?
  • What should I do before I balance my account the first time?
  • What if I need to add earlier transactions to my account?
  • What's the difference between c and R in the Clr field?
  • Are there special considerations when I reconcile an online banking account?
  • Are there special considerations when I reconcile a credit card account?
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