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Add Reconciliation Report to Quicken for Mac (88 Legacy Votes)

Need a Reconciliation Report in Quicken for Mac like in QM2007.
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(Canadian
user since '92, STILL using QM2007)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
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Object to Quicken's business model, using up 25% of your screen? Add your vote here:
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(Canadian

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- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
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
As jacobs states you have a 60 day return policy on QM. Suggest that every now & then you can check in here and see whats new in the QM world.
So many people have asked for the reconciliation report feature that we had in Win versions. What does it take for response? Anyone working on this? Has it made the list of "must haves"? It's a must, for me.
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- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
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
Really seems to be a feature that should already be there and has been in the Windows version I have used for years, so why not have it in the Mac version? I am assuming that this is in Quicken 2018 Windows and not Quicken 2018 for Mac.
Quicken should not charge the same price for QM as it does for QW if they are not equal on function and delivery.
Would you pay for 5 pounds of ground beef and accept receiving only 3?
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- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
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
I have been a quicken user for over 20 years and have loved it on both Windows and then Mac. However in 2016 I was forced to upgrade to Quicken 2016 on my Mac because the operating system was too advanced for the Quicken version I had. I reconcile every month and a reconciliation report is very important and needed for me. I was SHOCKED and angry to discover that in the 'newer' version they dropped an important feature. Now every month I have to create one by hand - when I called about it, I was told that it was indeed dropped and that they had had several comments on it. I upgraded to 2017 when it came out in the hopes that they had brought it back - but no. (Rant Redacted)
That said, in some cases they have tried to re-think the way things should work — in some cases making improvements over the old versions, and in other cases making things worse.
I’m not quite sure if the reconciliation report falls into the category of “just not done yet” or “we don’t think this is needed.” So it’s good for users to post here about features they want, because the developers sometimes don’t understand how people use the software.
In that vein, I’d be interested to learn why a reconciliation report is important to you. I reconcile my accounts every month, but have never generated a report when I do so; I just check things off in the reconcile window. So I’m interested in understanding what a reconcile report does to help you reconcile your accounts.
CPA’s that balance a customer’s bank statement for them. Need a report proving to the customer that the check register balances with the bank statement. You can not prove this with Quicken 17 for Mac. I am so disappointed!
The report would show outstanding checks listed by check number with the amount totaled. Outstanding deposits listed individually, then totaled. It would take the bank’s balance on the date of the statement plus the outstanding deposits and minus the outstanding checks. this ending balance should equal your check register for the day you are reconciling to.
It was a great report in the old Quicken I used on Windows!
I understand the frustration that this has caused.
If I change the filters at the top of the register to show the transactions for the reconcile period and change the status to uncleared, this shows the total of the uncleared transactions.
If I change the status back to show any status I get to see all of the transactions that have been reconciled along with the uncleared transactions.
What else would you be needing to show?
-Quicken Tyka
In the meantime, if the account isn't reconciling, I would add the balance that it should be totally too in the memo and notes transaction on the last column.
That way there are the transactions that haven't reconciled and all the transactions for that period and the total from the statement at least in one place.
It's definitely not comparable to the report being available in the program but at least it something to try as I'm not able to provide any ETA on when and if this would become available.
-Quicken Tyka
The only time that that information is displayed is upon entering the reconcile screen.
You may need to get a screenshot like I have done above if that is the information that you need.
-Quicken Tyka
Something that I think may be missed in this discussion is that daily Quicken looses credibility in the market place for offering an inferior product. The purpose of Quicken is to help you reconcile your bank statement, but we don't give you the report to prove that it balances. The report that has been on the back of every bank statement that I've ever received. The report that has been an industry standard for years as the way to complete and prove the account actually balances. You advertise and offer a product to assist customers in managing their bank accounts, yet you can not / will not provide a basic report that is expected to be in every similar product. Starting today I'm looking for a company that knows how to write software that actually does what the customer wants/needs and is up to industry standards. I've have not ever researched competitors products because I have loved and used Quicken for over 20 years. Today that changes. I can only hope that I can find a product as good as Quicken once was!
I do understand some users might want to be able to print this out for their records; I'm not sure I understand why this is so significant you would switch to another product over it. (I'm not saying that to suggest you're wrong; I'm just saying I truly don't understand why this is a showstopper issue.)
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As for Quicken being an "inferior product", as you're likely aware Quicken has been in the process of re-writing the legacy Quicken for Mac as a new program over the past few years. Unfortunately, that means there are still many features from the old Mac product and the windows product that have not yet been implemented. To you, a reconciliation report is a mind-boggling omission. To other users, it's the absence of Income Statement and Balance sheet reports. To others, it's multi-currency support. To others, it's...well, you get the idea -- there are lots of things that still need to be done, and every user prioritizes those needs differently. They're making progress, but each of us has different tolerance/acceptance of the missing pieces and shortcomings.
(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?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
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