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If the balances don't match, Quicken displays the Reconcile window to help you find the problem.

  1. Run One Step Update to be sure you have the latest transactions.
  2. Open the account you want to auto reconcile.
    • What account types work with Auto Reconcile?
      You can use the Auto Reconcile feature only with bank accounts that you've activated for transaction download, and you can use this optional feature anytime you like.
  3. Click Image Added (the Account Actions icon), and then choose Reconcile.

  4. Make sure the Online Balance option is selected.
  5. Select the Auto reconcile downloaded transactions check box.
  6. Select OK.
    The Auto Reconcile feature takes effect after your next online session. At that time, Quicken automatically reconciles your downloaded transactions after you finish comparing them to your account register

See Update and reconcile a cash flow account for more information.

To reconcile an account using the online balance

  1. Go to Tools Account list.
  2. Select Edit to the right of the account you want to change.
  3. Select Online Services.
  4. Select Reconcile using online balance.

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