List of Requests for Reconciliation Process

smayer97

This post is to try to consolidate in one place all posts for IDEAS related to the Reconciliation process.

This is to simplify finding and voting for these requests, so as to improve visibility of these requests to the developers.

Instructions:
1. Click the little grey triangle under the VOTE count in the blue banner at the bottom of this post to VOTE to promote this list, to encourage other users to also vote on the items below...it may take a moment to register (if it is black, you have already voted). 
THIS DOES NOT COUNT AS A VOTE FOR ANY OF THE FEATURES BELOW!

You still have to go to their respective page and add your vote there for it to count!

2. Click the yellow star at the top of this thread if you want to receive notifications of any updates to this thread, like new IDEAS added.  

3. Now click on each link below you are interested in, then VOTE on EACH IDEA separately on the respective page that opens up, in the same way as mentioned above.

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!

NOTE: If you have your own related IDEA, DO NOT add it to the list below. Instead, create your own IDEA thread and it will eventually get added to/cross-referenced in this list. This is so others can add their vote to it. Otherwise, their votes cannot be recorded/counted for it.

When you are done here, I also highly recommend that you browse through the entire Product IDEAS list for QMac of this forum and VOTE for the request of each of the other missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To see an organized list of ideas (it is a large subset of the most popular but not the complete list, yet) click on this underlined link and follow the instructions:
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

or if you prefer this layout:
EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On

Now VOTE to your heart's content! Your VOTE matters!

smayer97

Vote for the feature to remember and apply start/end dates.

First, click on the link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Vote for the feature to remember last method used, here: https://getsatisfaction.com/quickencommunity/topics/qm2016-reconcile-startup

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.

If you do not click VOTE at the top of the page of THAT feature, your vote will NOT be counted!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Vote for the feature to remember last method used.

First, click on the link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Vote for the feature to Add ability to add service charge or interest during start-up.

First, click on the link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Vote for the feature to Allow Sorting by Check #.

First, click on the link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Vote for the feature to Allow Adding the Date Posted field and Sorting by it.

First, click on the link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
 

smayer97

Vote for the feature to Add Option to Have Debits and Credits Tallied Separately.

First, click on the link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Vote for the Option to pay credit card when finished reconciling.

First, click on the link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Add your Vote to Track/store Prior Reconciled Statements/periods.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To do that, I suggest you read this FAQ on how to filter the IDEAS 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
• 
  List of Requests for Report Related Features
  
  
• Restore Transactions Downloading Acceptance and Matching workflow 
• 
  Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
• 
  Add QuickMath functionality
  
  
• 
  True multi-currency conversion support
  
  
• 
  Loan Amortization
  
  
• Budget features
• many requests for configuration options

and many others.

Be sure to scroll down each 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.)

smayer97

Add your Vote to Change Color of Reviewed/Not Reviewed Blue Dot When Transaction is Highlighted.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Add your Vote to Add Option to Set Auto-Reconcile When Exiting.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

Add your Vote to Add Monthly Bill Payment Tracking.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

smayer97

smayer97 (QM2007, CDN user since '92) said:

Add your Vote to Change Color of Reviewed/Not Reviewed Blue Dot When Transaction is Highlighted.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

(see the same post cross-referenced under List of Requests for User Interface Options and Features 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-user-interface-options-and-...)

Unknown

@smayer97 thanks for your support for this addition.  I currently do double duty using a spreadsheet to keep track of my monthly obligations.  Although, I would like to mention when I clicked on the link  above per your instructions that page say "Unvote" and "Unfollolw" which is weird if people are suppose to vote for and want to follow the topic.  Not sure anyone will vote given the change to "Un".

smayer97

This simply means that you have already added your vote to that page. 

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Unknown

102_dar_70 said:

@smayer97 thanks for your support for this addition.  I currently do double duty using a spreadsheet to keep track of my monthly obligations.  Although, I would like to mention when I clicked on the link  above per your instructions that page say "Unvote" and "Unfollolw" which is weird if people are suppose to vote for and want to follow the topic.  Not sure anyone will vote given the change to "Un".

SU request


Please reference the new conversation here: comment/thread transfer

Unknown

smayer97 (QM2007, CDN user since '92) said:

This simply means that you have already added your vote to that page. 

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

SU request


Please reference the new conversation here: comment/thread transfer

smayer97

Add your VOTE to Add Reconciliation Report.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(see the same post cross-referenced under List of Requests for Report Types 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-report-types-and-related-fe...)

Unknown

Yes, please! Would be a huge improvement!

Unknown

Would like to delete some unused or unwanted categories

Unknown

Clayton Parks said:

Would like to delete some unused or unwanted categories

Not related to the original post. Creating a new conversation so this question gets the visibility and attention it deserves.


Please reference the new conversation here: Would like to delete some unused or unwanted categories

Unknown

smayer97 (QM2007, CDN user since '92) said:

Vote for the feature to Allow Sorting by Check #.

First, click on the link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

I think that Quicken 2017 is terrible. I had 2007 on my Mac and had to upgrade when I upgraded my Mac. I can no longer quickly do reports. Now very complicated. When I do get a report I cannot click on a transaction to see what memo note I wrote. You have to go back to each individual item to see it. Why do "techs" seem to think they always have to "upgrade" software when it is working just fine!

Quicken Colin

Debi said:

Yes, please! Would be a huge improvement!

Moving to idea referenced.


Please reference the new conversation here: Add to existing idea

smayer97

smayer97 (QM2007, CDN user since '92) said:

Vote for the feature to Allow Adding the Date Posted field and Sorting by it.

First, click on the link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature. and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
 

(Partially DONE)