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

smayer97smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
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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9 votes

Planned · Last Updated

This request has been accepted and added to the development roadmap for future implementation. At this time there is no ETA on when this functionality will be available. CTP-344


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