Overview
Reconciling an account means comparing the transactions and balance in Quicken Simplifi with your bank statement to make sure everything matches accurately.
Reviewed Column
While Quicken Simplifi doesn't include a traditional reconciliation feature, you can use the Reviewed column to mark transactions as you compare them with your bank statement. This provides a simple way to reconcile your accounts within Simplifi.
To learn how to enable your Reviewed column, click here.
Your account balance in Quicken Simplifi should match your financial institution's records. If it doesn't, see How to Resolve Balance Discrepancies for troubleshooting steps.
Note: Quicken Simplifi also includes a Flagged column that you can use to mark reviewed transactions. To learn more, click here.
If you need help with your Quicken Simplifi, please contact our support team.