Move a transaction on the same date

albator159

Sometime my bank make my transactions download different order than their online site. It's just transaction on the same date, but it make it difficult to reconciliate because the transactions have different balance. So being able to move transactions within same date would be very useful.

Quicken Anja

Hello All,

This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to 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

mshiggins

This functionality already exists, although it is a bit clunky.

If you sort your account register by Date / Order Entered, you can cut and paste transactions to move them around within the same day. The last pasted transaction will be the last transaction for that day. 

dcchick

I tried this cut and paste work around but it did not paste in a new entry - it just overwrote one - how can create an order of actions on the same date. i.e. - I have a $500 deposit, a $250 deposit and a $300 withdrawal all on the same day. The withdrawal keeps populating first but I want the deposits to be first.

mshiggins

dcchick said:

I tried this cut and paste work around but it did not paste in a new entry - it just overwrote one - how can create an order of actions on the same date. i.e. - I have a $500 deposit, a $250 deposit and a $300 withdrawal all on the same day. The withdrawal keeps populating first but I want the deposits to be first.

@dcchick when you paste, you need to paste into the blank transaction at the bottom of your account register. You don't want to paste over an existing transaction. 

UKR

For your reference, here's a related discussion / Idea: https://community.quicken.com/discussion/comment/20114381#Comment_20114381

Del Wright

> @dcchick said:
> I tried this cut and paste work around but it did not paste in a new entry - it just overwrote one - how can create an order of actions on the same date. i.e. - I have a $500 deposit, a $250 deposit and a $300 withdrawal all on the same day. The withdrawal keeps populating first but I want the deposits to be first.
>
I've had this problem for a few years . I have to move the deposits to a day BEFORE the withdrawals to not show minus balance and it is so bad I think about some other financial program .

MadSW

Is there a plan to make software automatically list deposits before debits anytime soon? None of these work and I need to keep transactions showing their true dates as much as possible.