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Add Option to Have Debits/Credits Tallied Separately - Reconciliation Quicken Mac (58 Legacy Votes)

smayer97smayer97 SuperUser ✭✭✭✭✭
In QM2007, the reconciliation process tallies cleared charges/debits and payments/credits separately. Many (if not most) FI/Banks provide those numbers separately. Being able to compare these numbers makes it far easier to track down discrepancies.

Also, QM2007 not only tallies these separately, it also lists them separately. Again, this makes it possible to track down discrepancies far easier than having them all listed in one list.

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At the very least, QMac should add these 2 separate cleared balances (charges/debits vs payments/credits).

Ideally, it should provide the option to provide a 2-column view that lists the charges/debits and payments/credits separately (see QM2007 example above).

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

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7
7 votes

Under Consideration · Last Updated

This Idea has been submitted for consideration.

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