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Transaction Sequence
when sorting register by date either put deposits prior to expenses or give an option for that sequence.
3
Comments
I joined the community today specifically to search for how to set this seemingly basic option. I believe banks are required to process deposits before expenses. I'd expect Quicken to do the same, or as mentioned in the original post, give us an option for this.
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
The normal sorting by date already puts the deposits before the debits.
Here is a test with importing some transactions using a QFX file (manual entry does the same thing).
Sorted by Date/Order Entered:
Sorted by Date:
Also note though that in Quicken Mac I believe you can reorder transactions by dragging and dropping them. And I bet the people that requested it really like it, and you can't do that in Quicken Windows. But here is where you start to get into real problems.
Since Quicken Windows sorting is all dictated by the "sort order" setting you can flip between them and not get any "conflicts". In the case of Quicken Mac if someone has gone to the trouble of reordering the transactions manually and then requests a different sort order it could get "messy" of exactly when to use the user's reordering or not.