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Balance Accounts

You’ll use the same procedure to balance a checking, savings, money market, or credit card account. You’ll need your bank or credit card statement. First, you enter your statement closing balance, and then you match transactions on your statement with transactions in your Quicken account register.

Before you begin, you should make sure that you have entered into Quicken all transactions that occurred between the date of your last statement and the date of your current statement. If you need to reconcile for more than one month, you first need to reconcile your account with the bank statements for each of the prior months before you try to reconcile the current month’s statement.


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