Quicken Deluxe - is there an audit trail report/function?

kristinabourget

I am using Quicken Deluxe for personal finances and am unable to find an audit trail function or report; I have used Quickbooks for our business and am able to generate an audit report. Despite my best efforts, sometimes a transaction is inadvertently changed, causing my accounts to be out of balance. An audit trail/transaction history report would be really useful, but I am unable to find that in Quicken Deluxe.

Thanks for any information anyone can provide.

Tom Young

Quicken only has one way to "lock" transactions and that's by using the File > Set Password to modify transactions... function.  That doesn't really prevent a transaction from being deleted or modified - you can still do it - but because it asks for a password to make such a chance hopefully it slows you down and forces you to decide if you really want to make the change or not.

Quicken is a retail-level "personal finance" accounting program and I expect that this is the best approach for such a product.  But using this function appropriately and consistently generally works well, particularly if you regularly prove your changes in Net Worth.

Tom Young

Quicken only has one way to "lock" transactions and that's by using the File > Set Password to modify transactions... function.  That doesn't really prevent a transaction from being deleted or modified - you can still do it - but because it asks for a password to make such a chance hopefully it slows you down and forces you to decide if you really want to make the change or not.

Quicken is a retail-level "personal finance" accounting program and I expect that this is the best approach for such a product.  But using this function appropriately and consistently generally works well, particularly if you regularly prove your changes in Net Worth.