I'm still having trouble with my discover account. I've checked the account settings and "use online balance for reconcile" is *NOT* checked, but the damn account still comes up with "online reconcile" if I do an expliclt reconcile.
I say "explicit" because it has started doing an amusing thing: every time I download transactions, accept them and hit "done" it immediately opens up a reconcile window. I cancel it but I can't find the setting that is making it happen. ???
/Bernie\
" ... every time I download transactions, accept them and hit 'done' it immediately opens a reconcile window".
That's known as an automatic reconcile and it is an option when reconciling to an online balance.
I can't reproduce your problem, but your problem description tells me that Quicken believes that you have chosen "Reconcile to an online balance" - regardless of what you see on the Online Services tab of the Edit Account Details for the account. It shouldn't happen, but it appears that it has.
The only suggestion I can think of to attempt to "correct" the problem is to:
- actually put a checkmark in "Reconcile to an online balance"
- initiate a reconcile
- cancel the reconcile
- remove the checkmark from "Reconcile to an online balance"
- initiate a reconcile
If you are now presented with the dialog for reconciling to a paper statement, you should be ok. [Also note the options at the bottom of the dialog; namely: Use online balance; Always use Online Balance; and Auto reconcile downloaded transactions - I would make sure none of those options has a checkmark]
If the above process does not work, you might consider creating a new account. Then either transfer just the balance of the old account to the new account, or move all the transactions from the old account to the new account. Then deactivate the old account for downloading and activate the new account for downloading.
I just thought of one other possibility: before trying a new Quicken account; you could try deactivating the current account for downloads, then re-activating it again. That might reset the "Reconcile to an online balance option.
I just thought of one other possibility: before trying a new Quicken account; you could try deactivating the current account for downloads, then re-activating it again. That might reset the "Reconcile to an online balance" option.
I just thought of one other possibility: before trying a new Quicken account; you could try deactivating the current account for downloads, then re-activating it again. That might reset the "Reconcile to an online balance" option.
} I'm still having trouble with my discover account. I've checked the } account settings and "use online balance for reconcile" is *NOT* checked, } but the damn account still comes up with "online reconcile" if I do an } expliclt reconcile.
I do have on data point to confirm what's happening: this morning I fired up quicken and checked Discover. Paper reconcile. I then did download transactions, and <gang> Discover is now set to online balance reconcile. I talked to Discover and they confirmed that Discover thinks i'm getting paper statements and they didn't have a clue -- they didn't know anything about how "reconcile" could be messed with by a transaction download.
I've tried asking on the Quicken forum. I wonder if anyone there knows how/why it is happening. Whether there could be something in the transfer log that might shed some light on what happened or something like that.
/Bernie\
} I've tried asking on the Quicken forum. I wonder if anyone there knows } how/why it is happening. Whether there could be something in the transfer } log that might shed some light on what happened or something like that.
No answer but a reassuring comment to my plight:
I have the same problem with my B of A savings account. It synchronizes at the same time as a connected B of A checking account but only the savings account does this. Drives me nuts because sometimes it does not mark things as reconciled correctly because of other shenanigans with how it records transactions that are transfers between the checking and savings account.
It is sounding like some kind of a strange bug in Quicken...
/B\
} Bernie Cosell snipped-for-privacy@fantasyfarm.com wrote: } } } I'm still having trouble with my discover account. I've checked the } } account settings and "use online balance for reconcile" is *NOT* checked, } } but the damn account still comes up with "online reconcile" if I do an } } expliclt reconcile. } } } I do have on data point to confirm what's happening: this morning I fired } up quicken and checked Discover. Paper reconcile. I then did download } transactions, and <bang> Discover is now set to online balance reconcile.
Breaking news -- I just started my weekly bill-paying grind and I'm astounded: Discover got set back to paper reconcile!!. I can only guess that since the discover folk knew I was set for paper statements and they thought that it was some quicken problem, that someone at Quicken [silently] fixed something to make the bug/problem go away. Is it possible that this fix in hte may 2020 update:
Fixed: An issue in which syncing an invoice account changed the account type from AR to Property & Debt.
It isn't quite exactly the same as our problem, but it sure sounds similar. YAY /bernie\
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