The Auto Reconcile feature takes effect after your next online session.

Select the Auto reconcile downloaded transactions check box.

Make sure the Use o nline balance option is selected.

Click Account Actions gear icon, and then choose Reconcile.

Open the account you want to Auto Reconcile.

Note: 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. If the balances don't match, Quicken displays the Reconcile window to help you find the problem. It does this by placing an R in the Clr column of the register after your downloaded transactions are accepted in the Compare to Register window. If your Quicken balance matches your online balance, Quicken can automatically reconcile your transactions. With accounts that you've activated for transaction download and that you reconcile to an online balance, Quicken can save you steps. Important: If you completed the reconcile process and realized you may have completed it incorrectly or made several errors, the best solution is to restore a backup. However, you should not switch back to the paper statement method after reconciling to your online balance. You can switch at any time to reconciling to your online balance, which means that your Quicken register will be reconciled to information that is more current than that contained in a paper statement. Note: If you've reconciled this Quicken account to a paper statement before using transaction download, you may wish to continue with this method.

Click Done if the difference in the lower-right corner is zero.In the Reconcile Online Account window, select Online Balance.

Open the account you want to reconcile.When you use this method Quicken reconciles your Quicken account to the latest downloaded data, so make sure you download your latest transactions and accept the transactions into your register.

Undo reconciliation in quicken for mac