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Feature request: Batch update of the Clr column in investment accounts

GilGil Member ✭✭
edited December 2018 in Investments (Windows)
I enter all of my investment account transactions manually (dividend receipts, security purchases & sales, etc.) and have ever since I started with Quicken more than 20 years ago. I may be one of the few people who do this, but when I get my monthly statements, I manually change the "Clr" column to "R" for each transaction on the statement, indicating that my records reconcile to the brokerage statement.

Request: It would really be nice if Quicken would allow the user to select multiple transactions in the register view and update them all at once in that column. It is tedious to do each one separately.

In reading some of the other Community conversations, it appears that other people would like to have this feature, too, and have wanted it for a long time. So, come on Quicken. How about it? Make our yearly subscriptions a little more worthwhile.
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Already Offered · Last Updated

The ability to select multiple transactions is available by holding down the Shift (to select all transactions in a row) or Control (to select multiple individual transactions) keys to highlight the transactions, then right-click and select an action from the menu to perform that action on all selected transactions.

Comments

  • Arctic Hare (H&B 2019 Canadian)Arctic Hare (H&B 2019 Canadian) SuperUser ✭✭✭✭
    edited December 2018
    Why wouldn’t you use the reconcile feature? That is what it is used for; there is already an automated process for exactly what you are trying to do. Just use it !
  • Mary Kay KotzmanMary Kay Kotzman Member ✭✭
    edited February 2018
    Thanks, Gil, I have always had problems with the investment account using Quicken but I guess Im stubborn - I bought quicken to use it -not to enter items manually.  Guess I'll have to change my ways - or move to another home accounting software.  Good workaround though.
  • Mary Kay KotzmanMary Kay Kotzman Member ✭✭
    edited February 2018
    Arctic Hare (H&B 2019 Canadian) said:

    Why wouldn’t you use the reconcile feature? That is what it is used for; there is already an automated process for exactly what you are trying to do. Just use it !

    I cannot not even get my investment account to update - the system freezes everytime and I lose ALL my account updates.  So frustrating!!!  Quicken premiere never has a decent fix,  Got any suggestions?
  • GilGil Member ✭✭
    edited February 2018
    Arctic Hare (H&B 2019 Canadian) said:

    Why wouldn’t you use the reconcile feature? That is what it is used for; there is already an automated process for exactly what you are trying to do. Just use it !

    @Artic Hare: I use reconcile (ctrl-R) for my bank accounts and credit card accounts. To my knowledge, these is no automated feature to reconcile an investment account other than to update your cash balance. It would be nice if there was. Now, if you are suggesting I download my transactions instead of entering them manually, that is not what my feature request is about. I am asking to be able to highlight a group of register line items in an investment account and mark them as being "reconciled" ("R" in the Clr column) - or change that column to any of the other supported values (blank or "c"). There is no way to do this now. The items have to be marked one at a time.
  • GilGil Member ✭✭
    edited February 2018
    Arctic Hare (H&B 2019 Canadian) said:

    Why wouldn’t you use the reconcile feature? That is what it is used for; there is already an automated process for exactly what you are trying to do. Just use it !

    @Mary Kay. I have nothing to suggest, sorry! Wish I could help.
  • q_lurkerq_lurker SuperUser ✭✭✭✭✭
    edited February 2018
    Arctic Hare (H&B 2019 Canadian) said:

    Why wouldn’t you use the reconcile feature? That is what it is used for; there is already an automated process for exactly what you are trying to do. Just use it !

    Well the investment account cash balance reconcile does present you with all (unreconciled) transactions and allow you check off each of those as part of the process.  So it may be a bit quicker or easier than the 3-click process to reconcile the transactions individually. 

    I still find that cash balance reconciliation lacking.  One is checking off Add, Remove, Buy, Sell transactions that may or may not affect cash balance solely on what basis?  Certainly not that the shares and companies are correct.  It sort of works, but not well (IMO)
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited February 2018
    Mary Kay Kotzman said:

    Thanks, Gil, I have always had problems with the investment account using Quicken but I guess Im stubborn - I bought quicken to use it -not to enter items manually.  Guess I'll have to change my ways - or move to another home accounting software.  Good workaround though.

    Mary Kay, you should start a new discussion for your issue.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Mary Kay KotzmanMary Kay Kotzman Member ✭✭
    edited February 2018
    Mary Kay Kotzman said:

    Thanks, Gil, I have always had problems with the investment account using Quicken but I guess Im stubborn - I bought quicken to use it -not to enter items manually.  Guess I'll have to change my ways - or move to another home accounting software.  Good workaround though.

    OK - as you can see I am a new user - not of quicken ut of these groups.  WIll start a new discussion.  Thanks for the heads-up,
This discussion has been closed.