Home Quicken for Mac Product Ideas - Quicken for Mac Manage Accounts and Transactions (Mac)

Change to reconciled transaction warning

Please add a warning if an edit will cause a reconciled transaction amount to change. (Current system: Quicken Mac Deluxe 2018).
1
1 votes

Implemented · Last Updated

This Idea has been implemented.

Comments

  • Quicken_TykaQuicken_Tyka Moderator mod
    edited August 2018
    Hey JKD,

    Thank you for the contributing this idea, I can definitely see how that would be helpful.

    In the mean time, do you have the CLR column added?

    image

    This will show if a transaction has been reconciled or not and maybe helpful when editing transactions.

    -Quicken Tyka
    -Quicken Tyka
  • Unknown Member
    edited August 2018
    Thanks, good suggestion. I do have this field displayed, and I recommend this to anyone else whose search gets them to this post. (I also strongly recommend monthly account reconciliation so you can discover and true-up any issues within the scope of just one month.)

    To give additional context around my initial post, in case it helps: I'm going into reconciled credit card transactions to retroactively itemize within them, to use Quicken reporting to get a better understanding of our monthly spend over the past year. Through this process I managed to change the dollar amount of a top-level transaction, which I could tell because my current balance was now off from my bank by $32.25. I tracked it down by walking backward through monthly reconciled amounts until I found the month where the change occurred. I then walked through the likely transactions in that month until I found the one with a newly itemized entry that matched the dollar amount of the account's balance change. Fortunately it was only one transaction! A warning, though, at the point where my work changed the previously-reconciled transaction's amount in the first place would have helped me avoid that work. 

    Thanks, again, for your reply. I already have a positive impression of Quicken, and it makes me feel even better about Quicken knowing that these posts are monitored and that helpful tips are forthcoming. This has been a very positive interaction.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    Really, this idea should be that a warning should be given whenever ANY change is being made to a reconciled transaction.

    That is how it works in QM2007.
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