Quicken Account Reconciliation Cleanup
Budget: $25 – $50 USD
I need a Quicken specialist (not QuickBooks) to get my data fully reconciled and error-free. The job covers both bank and credit-card registers and will be billed hourly.
Here’s the current state:
• Statements don’t reconcile to a zero difference.
• Duplicate transactions and incorrect opening balances keep re-appearing.
• A few other unexplained discrepancies still linger.
What I expect you to do:
• Reconcile every bank and credit-card account against the original statements until each shows a $0 variance.
• Remove duplicates and any other erroneous entries.
• Repair or re-enter opening balances so they tie out.
• Leave the file in a condition where the next monthly reconciliation can be completed without surprises.
Workflow is flexible; we can alternate between live screen-share sessions and working from a copy of my QDF file—whatever suits the specific task.
To be considered, please let me know:
• Your hands-on experience with Quicken versions and QDF files.
• Your hourly rate.
• The method you normally follow for a meticulous reconciliation.
Seasoned Quicken users only, please.
Here’s the current state:
• Statements don’t reconcile to a zero difference.
• Duplicate transactions and incorrect opening balances keep re-appearing.
• A few other unexplained discrepancies still linger.
What I expect you to do:
• Reconcile every bank and credit-card account against the original statements until each shows a $0 variance.
• Remove duplicates and any other erroneous entries.
• Repair or re-enter opening balances so they tie out.
• Leave the file in a condition where the next monthly reconciliation can be completed without surprises.
Workflow is flexible; we can alternate between live screen-share sessions and working from a copy of my QDF file—whatever suits the specific task.
To be considered, please let me know:
• Your hands-on experience with Quicken versions and QDF files.
• Your hourly rate.
• The method you normally follow for a meticulous reconciliation.
Seasoned Quicken users only, please.