Reconcile Startup (22 Legacy Votes)
I just updated to QM2016 3.5.2. I had no problem with the new reconcile on 4 credit card and 3 savings/checking accounts. (Nor did I have any problem with hidden account re-appearing.)
However, there a several mouse clicks needed when starting reconcile that could be made unnecessary by changing the defaults that occur when opening the reconcile window:
1) On an account by account basis, have the reconcile window open to the last-used method for that account (online balance or statement balance). Comment: even though some credit cards are online-connected, I still reconcile them against the paper statement monthly. It would be nice if Quicken remembered this.
2) When using the Statement Balance method, pre-fill the "Statement Ending Date" with a date one month after the last statement ending date (rather than today's date). This is likely to be much closer to, if not exactly, the ending date that matches that on the paper statement and require fewer keystrokes to adjust.
If you like this idea, please click the VOTE button above to let Quicken know.
However, there a several mouse clicks needed when starting reconcile that could be made unnecessary by changing the defaults that occur when opening the reconcile window:
1) On an account by account basis, have the reconcile window open to the last-used method for that account (online balance or statement balance). Comment: even though some credit cards are online-connected, I still reconcile them against the paper statement monthly. It would be nice if Quicken remembered this.
2) When using the Statement Balance method, pre-fill the "Statement Ending Date" with a date one month after the last statement ending date (rather than today's date). This is likely to be much closer to, if not exactly, the ending date that matches that on the paper statement and require fewer keystrokes to adjust.
If you like this idea, please click the VOTE button above to let Quicken know.
Quicken Mac Subscription; Quicken Mac user since the early 90s
2

Comments
Click "Follow" at the top if you want to receive notifications of any updates to this thread.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- 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 Q user since '92, STILL using QM2007)
Click the link above then scroll down the page, as it contains a list of related features. Click on the link to EACH IDEA separately. Then you 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 feature!
(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?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- 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 Q user since '92, STILL using QM2007)