Account Reconciliation Mandatory for Planning

Ron Goldfuss

I'm a longtime user of Quicken Classic. At the start of each I auto post known/recurring transaction for the month to determine by month end balance before I pay the larger credit card bill. I would like to transition to an online system for various reasons, but without reconciliation the auto posted transactions would be duplicated when I eventually downloaded from the bank.

Other nice to have Simplifi features would be import history from Q Classic, and an option to show ledgers in separate plus and minus columns.

Coach Laura

Hi @Ron Goldfuss,

Thank you for reaching out!

At this time, there is no formal reconcile feature available in Quicken Simplifi. However, you can use the Reviewed column as a helpful alternative to track and confirm transactions, which can also help prevent accidental duplicates.

To add the 'Reviewed' Column to your account registers:

1. Select Banking from the top of your Accounts List on the Dashboard.
2. Select the gear icon to the upper right of the register.
3. Click Reviewed so it has a checkmark next to it.

Once enabled, you’ll be able to mark transactions as reviewed directly within the register for easier tracking.

Additionally, there is currently an active Idea post requesting a reconciliation feature for Quicken Simplifi. You are welcome to add your vote and feedback so our developers can consider it for a future enhancement.

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

Please feel free to reach out if you have any additional questions!