How Do I Edit The Category On Payee List In Quicken For Mac »»»

Are you able to help clear up my confusion any further Thank you Changing anything but the amount and the account on any given transaction wont change its reconciliation status, is correct.. I didnt change amounts or anything, but I went back and changed some expense categories for transactions in already reconciled periods.

So it is not likely that you turn over different rocks than I do I tend to be proactive in warning users about what could go wrong when they change accounting transactions.. If the entries are in the checking r credit card account register and the amounts are correct then one can reconcile now and edit later with no Ill effects.. deleted things, but I always added them back right away after changing expense categories.

I feel it is important to solve problems before they occur whenever possible, and it is less valuable to share what a user cant screw up when they change an accounting transaction.. You most certainly dont have to re-reconcile all of the account transactions As I continue to investigate, it seems that my mistake was not what I was doing, but how I was doing it.. When you change a transaction that has been reconciled, you have to re-reconcile each period that is impacted by the changes made, in chronological order, otherwise your beginning balances get messed up.. Simply re-entering the bank statement ending balance and date and a few clicks and you are re-reconciled, it is easy.

Its not enough to only recreate them though, youll have to manually tag them as reconciled so you wont have any issues with your account balance the next time you do a reconciliation.. It lists a number of possible scenarios for this specific issue, then provides you steps on how you can resolve each of them.

Anything but amount and the account that is reconciled can be changed Open each transaction in question from the register or from receipts, payments, deposits, etc.. In the register you talked about below, all of these transactions I re-categorized are all still marked with an R for reconciled, but it was the reconciliation tab that was concerning me.. Am I still going to be reconciled As I click around in reconciliation history, it says I have made changes.. Also, a transaction that is deleted that originated in your bank feed, will go back into your bank feed for categorization.. I was going into the reviewed section of transactions and clicking Undo It kicked them back into the Unreviewed section of transactions where I proceeded to re-categorize and re-add them.. I wanted to re-categorize some donations into different income accounts, but these donations were in past months that I had already reconciled.. If only categories (accounts) have been changed, then John is correct, re-reconciling the account is not necessary. 5ebbf469cd

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