Add ability to track/store Prior Reconciled Statements/periods in Quicken for Mac (256 Legacy Votes)

Add ability to automatically track/store Prior Reconciled Statements/periods with the following capabilities, similar to QM2007:

You can read more about how this works in a post below, that has gotten buried among the comments:
https://getsatisfaction.com/quickencommunity/topics/add-ability-to-track-store-prior-reconciled-stat...
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- allow entry of any start and end dates and balances (but default start date to last end date and end date to typical 30 days) (click here to see buried post below that explains how QM2007 handles this).
- store reconciled statement/period
- track discrepancies that may arise (either due to user error or Quicken bug, the Reconcile flag of a transaction (or more) may get changed OR one or more transactions get deleted; this feature alone can turn a task that can take hours or even days into literally minutes or seconds; click here to see buried post below discussing this further)
- allow re-reconciling a statement/period (by resetting the Reconciled flag to Cleared and allowing user all usual edit capability as ordinary reconciliation)
- when re-reconciling, allow ability to unclear multiple transactions, by simply clicking, holding then dragging down/up the list of transactions (like in QM2007)
- you can perform a reconciliation for any given period and it does not get interrupted with being forced to deal with discrepancies outside that period. Makes it purely independent and flexible
- the tracking mechanism identifies immediately where any past discrepancies exist, making it far easier to resolve any issues
- because of the independence of each period, a user can ignore past discrepancies and choose to deal with them at a later time when it may be more convenient, without preventing them from moving forward.
- Other advantages include the ability to re-reconcile a period (I and many other users have noted the need to do this for various reasons), which is virtually impossible to do in the current model

You can read more about how this works in a post below, that has gotten buried among the comments:
https://getsatisfaction.com/quickencommunity/topics/add-ability-to-track-store-prior-reconciled-stat...
Be sure to click the little grey triangle under the VOTE count in the blue banner below, so your vote will count (it may take a moment for your vote to register).
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user since '92, STILL using QM2007)
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If by statement (manual), after your verify all transactions against the bank statement, check these areas;
a. Look for old outstanding transactions in this recon that really should be cleared in past recons (3.5.2) will effect your beginning balance;
b. Is the dollar amount in the difference a possible transaction that no longer exists (missing) from your register;
c. Maybe you entered a disbursement as a deposit (divide by two to find the true number that needs adjusting);
d. Last but not least, does the difference match a prior adjustment you entered previously.
Hope this helps!
But if you do, QM2007 comes up with a warning that the starting balance differs from the calculated balance by QM2007 of cleared items.
I would advise having such a warning but enhanced to drive home the implication of potential reconciliation discrepancies if you don't identify the root source.
When combined with the built-in tracking of QM2007, it has never been difficult to track down any outstanding discrepancy. In fact, it has been far easier than the process in v3.5.x because it does the heavy lifting for you.
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When you don't balance that reconciling month, you have the option of entering an adjustment to force a balanced condition which if you have a reconciliation History and option of going back and re-reconciling (removing the adjustment) as in 2007, then you will be able to confine the issue and resolve it later as you stated.
Also in 2007 there is a "Clear All" in the reconcile function you can click on to remove all check marks and start the reconciliation over again. I have always said, if the Quicken team today would only go back and examine the 2007 version that has such a large and loyal and satisfied user base to this day, they could gain a lot from it to improve the functionality of todays version and the bottom line is increase revenue for Quicken. I know I would pay more for a better product.
This should go without saying but to highlight the importance "The Quicken beginning balance should always match the bank statements beginning balance without user manipulation to begin the next reconciliation" for Quicken to insure it's integrity.
So as not turn this thread into an ongoing discussion, please see my related reply here: https://getsatisfaction.com/quickencommunity/topics/dont-agree-with-post-by-quicken-team-re-mac-3-5-...
Please continue any further discussion there.
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https://getsatisfaction.com/quickencommunity/topics/add-option-to-have-debits-and-credits-tallied-se...
Be sure to click on the link above go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.
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Start at the top for the first one, then scroll down the reply list for additional related feature requests. Be sure to go to each link separately, then click VOTE at the top to increase the count and therefore its visibility to the developers.
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There's also currently a "Start Fresh" feature too you might want to check out. So Quicken did address some variables without compromising it's integrity.
The other point to consider is Quicken has to insure their support team is able to resolve issues for all users where they can hook on to the users PC and be able to trouble shoot based a straight forward formats and numbers that are generated by Quicken that are not any number a user can override Quicken with and make data unreliable.
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You are wanting to change (and lock) the ability to modify the starting balance. That request is a separate issue (albeit related) and should be handled separately. That issue does not take away from the need for the above feature to make reconciliation easier.
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- allow entry of any start and end dates and balances
This has no place as part of the request for a Reconciliation History Report I agree.To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...
The following are some of the many feature requests you will find:
- List of Requests for Report Types
- List of Requests for Report Related Features
- Restore Transactions Downloading Acceptance and Matching workflow
- Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
- List of Requests for Reconciliation Process
- Add QuickMath functionality
- True multi-currency conversion support
- Loan Amortization
- Budget features
- List of Requests Related to Investments
- List of Requests for Data Entry and Usability Options and Features
- List of Requests for User Interface Options and Features
and many others.Be sure to scroll down each page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.
If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!
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So I disagree and don't believe leaving the beginning balance that should agree with the bank statement if you reconciled the previous month anyway (including adjustments as stated above) open to be tweaked by users is valid or has integrity in programming the History of reconciliation feature.
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Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.
If you do not click VOTE at the top of the page of THAT feature, your vote will NOT be counted!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
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Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.
If you do not click VOTE at the top of the page of THAT feature, your vote will NOT be counted!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
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As you can see, you can quickly know if there is a problem if the Cumulative Discrepancy is NOT $0 and Quicken shows EXACTLY where the discrepancy can be found next by displaying which reconciled period has a discrepancy.
Has been VERY useful in the past to quickly track down problems, e.g. missing/deleted transaction, transaction no longer reconciled, etc.
We need something like this in the new Quicken for Mac.
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Discrepancies can arise for a variety of reasons:
- a reconciled transaction gets accidentally unreconciled or deleted
- wrong transactions get selected or matched during the process (maybe because amounts added up to the same and did not get noticed)
Note that the cause could be user error or software error. Regardless, this kind of situation can and does happen. Restoring a tool like this as is available in QM2007, to track down discrepancies and with the flexibility to re-do a reconciliation can turn an endeavour that could take hours, days, or even weeks into a matter of only a few seconds or minutes.Since the return of performing reconciliation based on the running balance from the opening of the account , this feature should be part an parcel of that approach.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
- Where to find a Help Guide for Quicken for Mac?
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
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- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian