Collapsable groups of transactions by date in register

Nick

As I'm auditing my register against several months of statements I was thinking it would be handy to have the ability to define a cutoff date that would create a hard line across the register which you could click to expand and collapse an entire bank statement cycle worth of transactions.  Then you could scroll through just one month worth of transactions instead of since the beginning of time.

UKR

Have you tried the Date Range Filter at the top of the register view?

Among other settings, it allows you to set a Custom date range, From mm/dd/yy To mm/dd/yy.

When done, Reset the Date Range Filter (or set it back to All Dates)

smayer97

Isn't there also a preference in QWin to hide previously reconciled transactions, or something along those lines?

UKR

smayer97 said:

Isn't there also a preference in QWin to hide previously reconciled transactions, or something along those lines?

Not a Preference setting, but the rightmost of the three filter settings available at the top of the register view can be used to show only unreconciled transactions.

I believe the filters available in Q Mac registers operate in a similar fashion.