Add ability to add service charge or interest during reconcile to Quicken for Mac (54 Legacy Votes)
Robert B
Member ✭✭
Please add to the reconcile screen the ability to enter service charge or interest like in QM2007. It would be quicker than completing new transactions in the register.
Note: This conversation was created from a reply on: Quicken for Mac 2016 Release 3.5.2 Discussion.
Note: This conversation was created from a reply on: Quicken for Mac 2016 Release 3.5.2 Discussion.
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(Canadian Q user since '92, STILL using QM2007)
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(Canadian Q user since '92, STILL using QM2007)
Have Questions? Check out these FAQs:
Because Quicken 2015/2016/2017 is a complete re-write of the Mac program.
And because it is just that, improvements to get it to the same level as the feature rich and constantly developed Windows version has been slow.
This is not the same as taking the Windows code and just slapping it into a Mac version.
It's a painstakingly slow process, but has been making steady progress since the early stages of Quicken Mac 2015 (which was horrendous).
Every fee should be a transaction. So they should have already been downloaded and entered into the register at the time you do a reconcile.
About the only use case I can see for it is if you are manually entering all the transactions, but in that case again it should just be another transaction entered before reconciling.
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(Canadian Q user since '92, STILL using QM2007)
Have Questions? Check out these FAQs:
They should take their cues from QM2007 which worst painlessly; it is there if you need it and stays out of the way if you don't.
As it stands, if forces you to have to enter it before, or accept a download without a match. With this feature, you have complete flexibility, so if you do manual entry and you do not enter it before reconciling, or if you download and you want to match it, you are not forced to exit reconciliation.
It is such a simple feature to add, and it is practical. I make use of it frequently because I often have account charges but not always, so I do not have to stop my recon flow just because I see a charge after I start.
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(Canadian Q user since '92, STILL using QM2007)
Have Questions? Check out these FAQs:
When reconciling an account, rather than manually entering a transaction that reflects the 'interest earned' on an account, why not include an 'interest earned' box in the area where the closing balance is presented & automatically create and 'mark' as reconciled the automatically generated interest transaction?
One reason to consider is that the date that the interest is earned (typically at the end of the month) may not be (and if one is doing it against the paper statement, almost never is the same day of the reconciliation. (They could add another date box on the panel perhaps.)
Note: This conversation was created from a reply on: Reconciliation Enhancement.
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