Skip to main content

Reconciling Accounts in Quicken Simplifi

P
Written by Paco
Updated over 2 weeks ago

Overview

Reconciling an account means reviewing your downloaded transactions and balance in Quicken Simplifi and comparing them to your bank statement to ensure that the transactions and balance match correctly.


Reviewed Column

While Quicken Simplifi does not offer a traditional reconciliation feature, it does include a reviewed column that will let you mark your downloaded transactions as reviewed as you compare them to your bank account's statement, allowing you to reconcile your accounts in Quicken Simplifi.

To learn how to enable your Reviewed columns, click here.

Your account balances should always match your bank’s records. If you notice a discrepancy, click here to learn how to resolve it.

Note: Quicken Simplifi also offers a flagged column, which can be used to mark reviewed transactions. To learn more about the flagged column, click here!

Did this answer your question?