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Order of transactions (Windows and Mac)

Not sure how your bank processes transactions, but my bank considers deposits for the day before withdrawals. Yet, quicken seems to list withdraws first, then lists deposits when sorting by date (when listing future postings)
Shouldn't it be deposits before withdraws? Please consider changing this in future updates.
Shouldn't it be deposits before withdraws? Please consider changing this in future updates.
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Best Answer
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John_M Member ✭✭✭✭
I think there has been some discussion about this as a possible change.
Are you aware that you can change the order of transactions for a given date just by dragging and dropping them in the order that you want?5
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Answers
Are you aware that you can change the order of transactions for a given date just by dragging and dropping them in the order that you want?
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
For example I entered the "Test" transaction today, and the others have been in there for a week.
https://community.quicken.com/discussion/7876849/show-deposit-before-payment-in-register-q-mac
If you want to see this change (to deposits before withdrawals), be sure to visit that thread and vote (click the little gray arrow under the counter in the blue box under the first post). This idea hasn't attracted a large number of votes; more votes will move it up the list of feature requests for the development team.
> Since you flagged this for Windows too I will point out that Windows already puts deposits before withdraws when sorted by date (in non investment accounts).
>
> For example I entered the "Test" transaction today, and the others have been in there for a week.
> (Image)
Hi Chris,
I just assumed that both MAC and Windows shared the same basic functionality.
> There is an Idea thread to request this change in Quicken Mac's behavior:
>
> https://community.quicken.com/discussion/7876849/show-deposit-before-payment-in-register-q-mac
>
> If you want to see this change (to deposits before withdrawals), be sure to visit that thread and vote (click the little gray arrow under the counter in the blue box under the first post). This idea hasn't attracted a large number of votes; more votes will move it up the list of feature requests for the development team.
Voted. Not much activity.
At least I found a workaround. I have several month of future transactions, so it's desirable to see an actual EOD balance.
It's odd that MAC and Windows wouldn't sort these transactions the same way. Oh well.
Appreciate all the feedback from everyone.
For instance Quicken Windows doesn't use drag and drop for anything, and you can't control the order of transactions like you can in Quicken Mac. Which also brings up a question of how they would fulfill this kind of request.
Quicken Windows has various sorting options, and as such all of them are based on some set of rules. If the users can reorder them manually then one has to question what happens when the rules and the manual changes conflict.