Please Add Account Reconciliation (edited)

DDonnell

I just moved from Classic to Business/Personal web based. So many positives but surprised and disappointed that reconciliation of accounts to my bank statements is not available. The first thing my CPA asks when supporting me is I want your bank reconciliation reports! Please add that feature that was so useful in the Classic version. Thank you

Coach Jon

Hello @DDonnell,

Thanks for reaching out! While Quicken Simplifi does not offer a traditional reconciliation feature, it does include a reviewed column that lets you mark downloaded transactions as reviewed as you compare them to your bank account statement, helping you reconcile your accounts.

The 'Reviewed' column can be enabled with the steps in this article: https://support.simplifi.quicken.com/en/articles/5225070-using-the-reviewed-column#h_d1b7c1dec5

We also have an existing feature request for adding a reconciliation feature to Quicken Simplifi that you can vote for and follow here:

https://community.simplifimoney.com/discussion/156/add-a-reconcile-feature-edited-1-merged-vote

I hope this helps!

DDonnell

I understand the review function, it’s a weak option to reconciliation

SRC54

@DDonnell Have you tried using the checkbox selector to select the transactions for the past month. This should add up to the monthly change on the statement. You can use that if you don't want to use the Review function. Just a thought.

Since I got Microsoft Money in 1991, I've never done a manual statement nor ever missed it. But I am assiduous in adding my transactions daily. If I were a more casual and typical user, I would want to doublecheck the transactions to make sure I wasn't missing one. I compare daily with Quicken Classic so that obviates the need. I only look at my statements to see if there are any notices for my account.

Hope you find a workaround that suits you. I don't think there will ever be a true reconciliation feature for Simplifi. But I've been wrong MANY times before. Good luck.