Home Quicken for Mac Product Ideas - Quicken for Mac Manage Accounts and Transactions (Mac)

Allow sorting of all columns when reconciling (Check #, Amount, Payee, etc) [edited] (48 Votes)

I've been a quicken user for 10 years or more now and I've been waiting for simple features to be put back in that were taken out when reconciling an account.

- display deposits and debits seperatly as they are checked off.  This aids to see where mistakes are and is important when you have a lot of deposits.

- sort by check number while reconciling in the reconcile window.  To do this now you have to leave the window and go to your main window and sort your entire account.  Very awkward.

EDIT:
sort by ANY column - Check #, Amount, Date and Payee

while these are very simple things that were in quicken 2007 mac that were taken out that need to be put back in that i thought would have been put in a long time ago.

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).
(If it is black, your vote has been registered)

Your VOTE matters!

Tagged:
6
6 votes

Under Consideration · Last Updated

This Idea has been submitted for review. CTP-645

Comments

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    Another related IDEA to vote on is the ability to track and store prior reconciliation statements/preiods:
    https://getsatisfaction.com/quickencommunity/topics/add-ability-to-track-store-prior-reconciled-stat...

    Be sure to go there, then click VOTE at the top to increase the count and therefore its visibility to the developers.

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    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)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    As for the above IDEA, I agree wholeheartedly. Having separate totals for reconciled debits and credit makes reconciliation so much easier by being able to track down discrepancies faster.

    And I use sort by cheque # all the time too.
    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)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited February 21
    First item was implemented as of QM2016 v3.5.2 with these additions:
    • NEW: Added payment and deposit columns in the Reconcile register.
    • NEW: Added payment and deposit totals in the reconcile screen.
    What is still missing is the sort by Check # (above) and sort by Payment or Deposit columns (see here: Add Option to Have Debits and Credits Tallied Separately


    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)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    If you find this feature helpful, please be sure to click "VOTE" above to increase the count of this post and therefore its visibility to other users and to the developers.
    If you do not click VOTE at the top of the page, your vote will NOT be counted!

    Click "Follow" at the top if you want to receive notifications of any updates to this thread. 
    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)

  • SueSue Member ✭✭
    edited August 2018
    I'd like to see the ability to sort on ANY column in the Reconcile window.  In the past, I have used the Check #, Amount, Date and Payee to easily find items.  Not being able to sort on any column makes reconciliation so slow, because I have to hunt for everything.  

    I'd also like to see the ability to use the Space Bar to Clear an item and then advance to the next item.  I used that all the time in Windows to clear items and move down my list.  

    The ability to do these 2 things made reconciling go so much faster.
  • Jim RobinsonJim Robinson Member ✭✭
    edited March 2017
    Glad so many have liked this comment, and right afterwards quicken added the deposit and debits totals back in!   I use it all the time.  Really need the sort by check number in the reconcile window too.   In the new bank statements they don't list checks separately and they are listed in the order they clear.  Being able to sort by check number would help this tremendously!
  • Jim RobinsonJim Robinson Member ✭✭
    edited September 2017
    I wanted to add...

    I know you can sort by check number in the main window, but that doesn't filter out the checks that were written AFTER the period of time you are trying to clear or the cleared checks from previous periods.   It doesn't seem like much, but it is unbelievably helpful when searching for a check that someone didn't cash for a few months or you have checks you have written from multiple check books.

    Even version of quicken that were from more than 10 years ago had this.  It really is an important feature where where only uncleared checks written before the end date of the statement you are clearing appear and sorting them in both date order (like you can now) AND check number.
  • DebiDebi Member
    edited November 2019

    I'd like to see the ability to sort on ANY column in the Reconcile window.  In the past, I have used the Check #, Amount, Date and Payee to easily find items.  Not being able to sort on any column makes reconciliation so slow, because I have to hunt for everything.  

    I'd also like to see the ability to use the Space Bar to Clear an item and then advance to the next item.  I used that all the time in Windows to clear items and move down my list.  

    The ability to do these 2 things made reconciling go so much faster.

    Totally agree!
  • DebiDebi Member
    edited November 2019

    I wanted to add...

    I know you can sort by check number in the main window, but that doesn't filter out the checks that were written AFTER the period of time you are trying to clear or the cleared checks from previous periods.   It doesn't seem like much, but it is unbelievably helpful when searching for a check that someone didn't cash for a few months or you have checks you have written from multiple check books.

    Even version of quicken that were from more than 10 years ago had this.  It really is an important feature where where only uncleared checks written before the end date of the statement you are clearing appear and sorting them in both date order (like you can now) AND check number.

    Agree!
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited November 2019

    I'd like to see the ability to sort on ANY column in the Reconcile window.  In the past, I have used the Check #, Amount, Date and Payee to easily find items.  Not being able to sort on any column makes reconciliation so slow, because I have to hunt for everything.  

    I'd also like to see the ability to use the Space Bar to Clear an item and then advance to the next item.  I used that all the time in Windows to clear items and move down my list.  

    The ability to do these 2 things made reconciling go so much faster.

    If you agree with this then you need to click the VOTE button at the top of the page for your vote to be counted. 

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    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)

  • DebiDebi Member
    edited September 2017
    Yes, please! Would be a huge improvement!
  • joel cohenjoel cohen Member ✭✭
    edited July 2019
    reconciliation of the bank account manually... the check number should be able to change from descending to ascending order... This saves about triple the amount of time... You can do this with Quicken Window.... why not on Quicken for Mac????
  • Scott RoseScott Rose Member ✭✭✭✭
    Yes! We really need this feature!
Sign In or Register to comment.