Credit card no "auto-reconciling"

Jan 17, 2018 4 Replies

So I added a new credit card recently. Account attributes the same as my old credit card (albeit a different bank). Both a DIRECT CONNECT, both account types are 'CREDIT'. Both boxes that state to reconcile according to online balance are checked.



Yet, the new one does not AUTO BALANCE after the download and after I've accepted the pending transactions. It simply leaves them all with the 'c' state (cleared), not 'R' (reconciled). I have to manually hit the reconcile option to turn these 'c's into 'R's.



Anyone know what I must be missing??


Online balance has to be checked, but there is also a separate checkbox for "auto reconcile downloaded transactions".

Thanks! I've looked throughout and can't find that particular box...is it on an account basis somewhere, or global? Can you direct me to the specific panel that it is located in?

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