Auto-Reconcile (online accounts only)
If your Quicken balance matches your online balance, Quicken can automatically reconcile your transactions.
“Notify me only if discrepancies are found”
If the Quicken balance matches the online balance, there are no additional steps you need to take. If the balances do not match, we‘ll indicate it by adding an icon to the sidebar and above the reconcile button so you can review your transactions.
“Ask me to review a reconciliation before saving it”
Even though Quicken can reconcile your balance with your online balance automatically, you may still want to review the transactions in that reconciliation before saving those transactions as “reconciled”.