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

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  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited February 14
    ZerMunde said:
    Sure, we can vote. But having already dropped existing statements, I doubt Quicken for Mac will ever bring back this feature.

    Well the current status is "Under Consideration" and is in the top 5 most requested features out of literally hundreds...so I would not write this off quite yet.

    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

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    (
    Canadian Q user since '92, STILL using QM2007)

  • ZerMundeZerMunde Member ✭✭
    The initial post on this issue was written in Sept. 2016. The "Under Consideration" status was last updated March 2019. And the "Under Consideration" link leads to a "Page Not Found" error. After over 3 years with no action, it's plausible to assume Quicken will not return this feature to the app.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited February 14
    ZerMunde said:
    I also think the 2-line design was better than the new single line. The 2-line allowed the user to view the memo field while scrolling through transactions which was handy. It would be easy to offer a choice to the user – show registers in 1-line or 2-lines.
    Three quick comments:

    (1) You absolutely can view the Memo field in the one-line display. I use the Memo field extensively and would be lost without it being visible in all my registers. It's not visible by default, but simply click on the Columns icon in the bottom toolbar and Click on Memo/Notes to make it visible. Quicken will add it on the right side of your register, but I prefer to have it to the right of the Category column; you can just drag the heading to the left to move it. (Yes, this means you may have to make your overall Quicken window wider, but it beats not seeing this field at all. You can also narrow some other columns so it doesn't take up too much additional horizontal space.)

    (2) The product manager has said that creating a 2-line register is, in fact, not easy. The one-line register heavily utilizes functionality built into macOS, where creating a two-line register would require them to completely hand-code the user interface. Its programming, so nothing is impossible; I'm only letting you know that the Quicken folks have said it would not be "easy" to implement. Since the 2-line display is an aesthetic/interface preference (e.g. you can use the 1-line display to accomplish everything, even if you'd prefer an alternative), they have been focused over the past few years on adding functionality that completely didn't exist in the program. Eventually, they're likely to come back to some of the aesthetic/ease-of-use interface requests, but for now they've been more focused on adding core capabilities.

    (3) Almost everyone coming from Quicken 2007 to modern Quicken Mac -- including me -- has had the same knee-jerk reaction that they miss the 2-line display. I'm not going to try to convince you you're wrong, but I will say that many, many of us who initially felt that way switched to liking -- and even preferring -- the single-line display after using it for awhile. Not everyone is going to agree on this; I'm only suggesting that to keep an open mind and use it for a couple months, and you might find you don't miss the 2-line display as much as you think you do now. ;)
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • ZerMundeZerMunde Member ✭✭
    I agree and could adjust to the 1-line layout, no problem.

    The #1 issue in QM2020 is the complete deletion of existing statements.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited February 14
    ZerMunde said:
    The initial post on this issue was written in Sept. 2016. The "Under Consideration" status was last updated March 2019. And the "Under Consideration" link leads to a "Page Not Found" error. After over 3 years with no action, it's plausible to assume Quicken will not return this feature to the app.
    The initial date is not totally indicative...If you follow the history of the development of the current version you would note that there have been much larger issues for Quicken to tackle, so progress has been slow. Some highly requested features that date back just as far are currently in the works but are complicated to implement, e.g., allowing transfers and or accounts to be selectable/filtered for budgets, as one example.

    So no telling what their priorities are nor how much effort is involved nor what they have in the pipeline until they announce it. But since progress is much slower than expected, it is still anyone's guess (except insiders) and cannot be ruled out, yet.

    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
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    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    ZerMunde said:
    ...
    Another step backwards in Quicken 2019 for the Mac is the missing blank entry field at the bottom of registers. The older UX in 2007 was far better with a blank transaction field ready to be filled in. I also think the 2-line design was better than the new single line. The 2-line allowed the user to view the memo field while scrolling through transactions which was handy. It would be easy to offer a choice to the user – show registers in 1-line or 2-lines.
    For these, Meanwhile, you can add your VOTE to Option to Stay in Edit Mode or to Hit Return/Enter To Open New Transaction and Add option for 2-line/row display.

    First, click on each underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THAT feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).
    (If the triangle is solid black, your vote has been registered.)

    Your VOTES matter!

    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object 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 Q user since '92, STILL using QM2007)

  • ZerMundeZerMunde Member ✭✭
    Obviously no one knows the future. What we do know is our own current timelines. Users need to keep moving forward as they upgrade hardware and enter a 64-bit-only environment.

    Regarding the Prior Statements topic in this thread, if you convert your data to QM2020 right now, that info is gone forever – a non-starter for some.

    Some might suggest:
    Share your experience running QM2007 in a Virtual Machine (VM)
    https://community.quicken.com/discussion/7853691/share-your-experience-running-qm2007-in-a-virtual-machine-vm

    Although I applaud the efforts to make that work, it's not a solution I'd adopt. Using the latest application version, in the latest macOS, is the goal.

    If Quicken for Mac doesn't address any of the issues within a reasonable time frame (1 year?), many users will migrate to alternatives.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    I hear you loud and clear on all points. ;)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object 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 Q user since '92, STILL using QM2007)

  • etoileetoile Member
    I've been frustrated with Quicken since they eliminated this feature after Q2007. Why?!!! Please bring it back. The current method of "adding an adjustment" is ludicrous, lazy, and just complicates my books. It is a bad band-aid fix. I want to fix things properly, like I used to be able to.

    My situation: I bulk moved some linked transactions to another account and that effectively "unreconciled" them from the linked account. Quicken's solution, add a $136,000 adjustment. Seriously?! No. Absolutely, not. And I cannot 'undo' either. I have 45 years of data in this app. This feature is critical.

    P.S. I do not see a "vote" option for this feature, although it is mentioned.
  • ZerMundeZerMunde Member ✭✭
    I doubt Quicken for Mac will bring back the ability to access and “reconcile again” prior statements. It’s been years but no action unfortunately. Alternatives seem to be stepping up in regards to this feature. Can’t mention them here or the post will get deleted.
  • tmwatson1932tmwatson1932 Member
    Yes, please! Put this back. I used it all the time on QfM2007
  • B00P3RB00P3R Member
    I can see the "accepted answer." Having just migrated from Q for Windows to Q for Mac, I REALLY miss being able to print a Reconciliation Report. Is this a feature that Quicken will work to enable? I certainly hope so.
  • John_MJohn_M Member ✭✭✭✭
    @etoile I do not use Live Balance for any of my registers. When I add a new account, I use the second option (see screenshot below). This forces my opening balance to stay the same and does not add adjustments.

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