Reconcile Startup (22 Legacy Votes)

RickO
RickO SuperUser, Mac Beta Beta
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.
Quicken Mac Subscription; Quicken Mac user since the early 90s
3
3 votes

Implemented · Last Updated

Comments

  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited August 2018
    If you do not click VOTE at the top of the page, your vote will NOT be counted!

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    (Canadian
    user since '92, STILL using QM2007)
  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited August 2018
    You may also want to add your VOTE to other features related to the Reconciliation Process, here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-reconciliation-process

    Click the link above then scroll down the page, as it contains a list of related features.  Click on the link to EACH IDEA separatelyThen 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.)
    Have Questions? Help Guide for Quicken for Mac
    FAQs: Quicken Mac Quicken Windows Quicken Mobile
    Add your VOTE to Quicken for Mac Product Ideas

    Object to Quicken's business model, using up 25% of your screen? Add your vote here:
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    (Canadian
    user since '92, STILL using QM2007)
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    edited May 14
    Hello all,

    The new  6.2.0 has made some changes to how the reconciliation feature works. First, the statement prior balance is now optional.



    The last used method is saved and will be used upon the next reconciliation. The ending date still does default to the date of reconciliation. The change in default date is the only unaddressed issue in this Idea post. 

    There is also an Idea regarding the date available here, this has been marked as under consideration.

    I hope this helps!

    -Quicken Tyka
    ~~~***~~~
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @Quicken_Tyka Actually, the ending date defaults to the ending date of the last reconciliation plus one month. This will be accurate in most cases, but may be off a day or two since not all financial institutions close statement periods on the same date each month.

    It will default to today's date only if the account in question has not previously been reconciled. 

    So this idea can be marked as fully implemented, I believe.
    Quicken Mac Subscription • Quicken user since 1993