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How do I view previous reconciliations (Q Mac)

Paul Kleeberg

In macQ 2007, I was able to look at previously reconciled months. I need to be able to do it in the current version since there seems to be a discrepancy that I want to track down. In the older version it would allow me to select the statement period and I could reconcile it again. How do I do this in the current version?

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smayer97

It currently does NOT exist in the latest version of QMac. This is something that MANY users are asking for.

To try to find a discrepancy can be somewhat challenging in the current version. The most common cause is either caused by user error or Quicken bug, either with a reconciled transaction accidentally being deleted or the status flag somehow getting changed.

For the latter, the easiest place to start is to sort the register by the CLR flag/column (it must be made visible if it is not already) and look for older transactions that are not reconciled. Otherwise, any other discrepancies are strictly found by brute force, examining each period manually trying to match transactions (not fun).

Meanwhile, you can add your VOTE to 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 moment for your vote to register).

Your VOTES matter!

smayer97

Sadly, it is still the current state of affairs, and yes, it is one of several reasons why I continue to use QM2007. And progress has been much slower to add some of the missing features that many are still waiting for.

And no, there is no notification. Meanwhile, you can also add your VOTEs to the following:

Add Option to Confirm Delete when deleting a transaction
Improve the Ability to Print Budgets (Partially DONE)
Add ability to choose months/yearly data for budget prints/reports

First, click on each 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 THAT 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 moment for your vote to register).

Your VOTES matter!

smayer97

Paul Kleeberg said:

I did vote. How do you continue to track in both without having to do double entry? I had tried downloading transactions in my early use of Mac Quicken but decided it was not worth the energy. Is that what you do? Do you also duplicate your budgets? Finally, why do you use the new version?

Thanks for providing great support to me!

If you mean running 2 versions of Quicken, I do not. I stick with QM2007 for now until the new Quicken works well enough for me or until I am forced to upgrade. I still download data into QM2007 and it works fine for me. I do not use budgets as I have no need for them.

All comments

smayer97

Paul Kleeberg

GOOD LORD! You are kidding me! We have needed to use it in the event of erroneous deletions or when accidentally moving a reconciled transaction to a different account. If something like that does happen, is there at least a notification of the discrepancy?

I can see from your "sig" why you are still using Quicken Mac 2007! This version is glitzier but has several key features omitted. This is one. The ability to print out a budget in a readable format when planning AND the inability to create quarterly statements to budget are severe omissions. Have learned of a spreadsheet workaround, but really!

smayer97

Paul Kleeberg

I did vote. How do you continue to track in both without having to do double entry? I had tried downloading transactions in my early use of Mac Quicken but decided it was not worth the energy. Is that what you do? Do you also duplicate your budgets? Finally, why do you use the new version?

Thanks for providing great support to me!

Paul Kleeberg

Why does print budgets have 97 legacy votes and only one on the current list? Does that mean it is the lowest priority?

jacobs

@Paul Kleeberg The "legacy" votes refer to votes when this forum was hosted on a different software platform. They couldn't automatically carry over the votes due to differences in the software, so the manual solution the moderators decided on was to record the votes from the old system as "legacy votes" in the thread titles. So you add legacy + current votes to get the vote total for a thread. Voting was easier on the old forum, so there seems to be less voting since the switch last February. In this case, only one new vote for this topic in 11 months.

The raw vote total is only one of many factors the developers take into account when planning the roadmap for future features. They also add in feedback from their phone and chat support centers. And the developers have their own views on priorities, either to bring the Mac product closer to parity with the Windows product or to solve a problem/shortcoming they feel is worthwhile whether it has a large number of votes or not.

smayer97

Paul Kleeberg said:

I did vote. How do you continue to track in both without having to do double entry? I had tried downloading transactions in my early use of Mac Quicken but decided it was not worth the energy. Is that what you do? Do you also duplicate your budgets? Finally, why do you use the new version?

Thanks for providing great support to me!