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

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.

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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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.

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
user since '92, STILL using QM2007)
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Be sure to click on the link above go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.
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Start at the top for the first one, then scroll down the reply list for additional related feature requests. Be sure to go to each link separately, then click VOTE at the top to increase the count and therefore its visibility to the developers.
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(Canadian
Start at the top for the first one, then scroll down the reply list for additional related feature requests. Be sure to go to each link separately, 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.)
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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:
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(Canadian
I don't see Quicken redesigning the view or placement of data in the reconciliation screen because it's an overlay of the register for which they sort by date unreconciled items to view and reconcile. This is the trend as much as I don't like it either, this makes it easier for the programmers.
If enough people request it, that could change. Trends can be made to change. So let's not discourage anyone from asking. Especially since the benefit is significant, making the process more accurate, faster, and easier to identify discrepancies.
Holding back a vote only counts one out, so no opportunity to change anything. Adding a vote provides an opportunity to influence change for something very useful.
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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:
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To do that, I suggest you read this FAQ on how to filter the IDEAS on this forum to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...
The following are some of the many feature requests you will find:
- List of Requests for Report Types and Related Features
- Restore Transactions Downloading Acceptance and Matching workflow
- Option to Have Debits and Credits Tallied Separately for Reconciliation Process
- many requests for configuration options
and many others.Add ability to track/store Prior Reconciled Statements/periods
True multi-currency conversion support
Be sure to scroll down the page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then 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 specific 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?
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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
- Where to find a Help Guide for Quicken for Mac?
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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
- Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
- Add QuickMath functionality
Be sure to click on the link to EACH IDEA separately that you are interested in, then 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 specific feature!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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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
But with the current presentation, it takes more time to track down a discrepancy. Since most statements (if not all) provide a subtotal for debits separate from a subtotal for debits, showing that total + showing a list separating them cuts down the time significantly, especially when there are a lot of transactions in a period.
Again, only proposing an option to choose.
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(Canadian
On the other hand my account activity "online" is all mixed together in order of date of transaction like Quicken is now. So those using an automated reconciliation based on a download from their banks may find that format will not work if reconciled that way.
The above option would be more convenient, but doubtful anything will change to allow for multiple platforms but you can try.
The more I think about this, there is an alternative that would also satisfy this need. Since QM2016 v3.5.2 added:
simply being able to sort the reconciliation screen by Payment or Deposit columns would work, as long as such a sort also keeps the transactions in data order within that sort.NEW: Added payment and deposit columns in the Reconcile register.
NEW: Added payment and deposit totals in the reconcile screen.
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(Canadian
Be sure to click on the link above to go there, then click VOTE at the top of THAT page to increase the count and therefore its visibility to the developers.
If you do not click VOTE at the top of the page of THAT feature, your vote will NOT be counted!
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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:
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(Canadian
The format is less important. What is important is the functionality to see data in useful ways. Since the v3.5.2 release, it is now very close to optimal (I did not look at that version prior to posting this request).
Can you sort by any column? If not, what is not there is sorting by Payment OR Deposit column, while preserving a sort by date within that. Are you referring to something else?
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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:
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(Canadian
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From the "idea" you purposed, I get that you what the ability to separate transactions by listing all deposits (credits) first together at the top lets say and then payments (debits) second after that and then checks (debits) after that type of functionality which requires a "filter" function where you custom define the criteria in 1,2,3 order by Rows, or maybe they could just pre-program that option so it's just a change in view type. This could be a nice option for manual reconciliation purposes to match the same order as the bank statement formats it. Online reconciliation I would imagine will need it in date order.
Just clicking on the Payment or Deposits amounts would only sort them by amounts but would lose the date order. So if there is an easy way to group them in the current view format without losing the date sort order in the same view, that would be great. If not, that would suggest the need for a separate view, such as a button or tab to switch between them.
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Now the "Filter" operation can be programmed so when you clicked on the "action" column it would display a drop down of each type of action you entered into the Action column throughout the register; Debit, Dep, Transfer, check #, APP, withdrawal, etc. . Then you could click on say Debits and it would only display Debits and hide the rest and then when you change the filter to "all" , everything returns to the normal view. This is how a filter really works, what we have now is a "sort" function. In all cases what is displayed should be in date order by default.
Currently in Reconcile screen, the only option is to change the date order direction from top to bottom of the register.
If full "filter" functionality was programmed into the registers including the reconcile screen, it should provide the flexibility you are looking for.
So, bottom is that a good choice for implementing this is adding FILTER functionality to the Reconciliation windows. +1
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However, in the new Quicken for Mac, we can ONLY sort the reconcile screen by date. If we can't group the transactions by deposits & payments, then at the very least, we should be able to SORT by deposits & payments.
Thank you!
There's also a separate thread requesting the ability sort on the Check Number column (the way most bank statements list them).