Is there a way in a credit card account to see "balance since reconciled"

After reconciling credit card transactions to the current statement, I would like to see a balance column showing a tally of new charges since I reconciled last. Currently the balance includes entries included in the old statement, and new ones since that statement. I could probably write a report but thats just one more thing.

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Have you tried changing the Filter selection in your account register view from "All Transactions" to "Unreconciled"? That should give you a proper Running Balance of all not yet reconciled transactions.
  • gyanja
    gyanja Member
    I don't have the option to choose unreconciled. There is "uncleared", but after downloading transactions and accepting them, a cleared flag (blue square) is entered in the same column as the reconciled flags (green circles), they are just different colors.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Oh, I see you're a Mac user. I use Q for Windows myself and assumed that the choices were identical. Sorry.
    Can you show me a screen image snapshot of the Filter options that are available for you? To take a screenshot in Mac please see https://support.apple.com/en-us/HT201361
    Please create image files of type PNG, JPG or GIF only.
     

  • gyanja
    gyanja Member
    I’m going to try not changing downloaded transactions as cleared tomorrow. That may do it Thanks for the ideas. It got me thinking.
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