Date of last reconciliation needs to be displayed (as well as amount)

Zomar

When I go to reconcile a bank account, I have to determine on my own when the date of that last reconciliation happened. If the amount of last reconciliation could be displayed, that would be SO helpful. Please see my attached screenshot suggestion Thank you

(EDIT: BTW, this is exactly how it is in QM2007)

smayer97

Agreed. You can also add your VOTE to 

• Remember and apply start/end dates
• Track/store Prior Reconciled Statements/periods
  

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a few seconds for your vote to register).

While you are at it, you may want to add your VOTE to related IDEAS found on the 
List of Requests for Reconciliation Process. Click on the underlined link, then follow the instructions to add your vote to more related ideas. 

Your VOTES matter!

DJKM

Also, in the older versions you could edit or delete a previous reconciliation. It would be nice to have that option as well as the date.

Quicken Anja

Hello All,

The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

Thank you,

Quicken Community Support Team

jacobs

Some of the comments in this thread have been addressed in recent updates, but not the original request .

Specifically:

• DJKM requested the ability to edit previous reconciliations. (This was aded to Quicken Mac late last year.)
• smayer97 provided links to Idea threads about prior period reconciliations (completed) and remembering and applying a proper end date when starting a reconciliation. This was added in version 6.2.

But the original request was to show the date of the previous reconciliation, and that doesn't exist.

The developers removed showing the prior reconciliation total/starting balance in the latest 6.2 update, which seems an odd decision to me. As such, I'm guessing they won't be interested in adding the prior reconciliation date now that they've removed the prior balance. But I think adding the prior date and restoring the prior balance would probably solve more confusion than it would create.

smayer97

ABSOLUTELY! I too do not understand the removal of such info. What problem does it possibly address? Don't see the advantage. Only removes a useful piece of info that is often used as part of reconciliation confirmation... I don't get it.