Fix Quicken Reconciliation & Categorization
Budget: $15 – $25 USD
I need an experienced Quicken specialist to dive into my Business & Personal file and iron out two pain points: lingering transaction discrepancies and month-end reconciliation problems. The toughest spot is my credit-card activity. At the moment I’m lumping credit card payments in as “reimbursements,” which leaves the underlying purchases and the payment itself out of sync and my expense reports unreliable.
Here is what I’m after:
• Reconcile every account so ending balances match the statements without forced adjustments.
• Re-categorize past and future credit-card payments so both the purchases and the payoff reflect accurately, giving me clean, trustworthy expense tracking.
• Provide a short walkthrough (screen share or notes) that shows what you changed and how I can keep it consistent going forward.
You should already be comfortable with Quicken Business & Personal, have a solid grasp of split transactions, transfers, and category mapping, and know the typical traps that cause reconciliation headaches. If this sounds routine for you, let me know your availability and how quickly you can review the file once it’s shared.
Here is what I’m after:
• Reconcile every account so ending balances match the statements without forced adjustments.
• Re-categorize past and future credit-card payments so both the purchases and the payoff reflect accurately, giving me clean, trustworthy expense tracking.
• Provide a short walkthrough (screen share or notes) that shows what you changed and how I can keep it consistent going forward.
You should already be comfortable with Quicken Business & Personal, have a solid grasp of split transactions, transfers, and category mapping, and know the typical traps that cause reconciliation headaches. If this sounds routine for you, let me know your availability and how quickly you can review the file once it’s shared.