Remember last selected reconcile method AND SKIP DIALOG WINDOW (Online vs. Paper Statement)

JayBugs
JayBugs Member, Windows Beta, Mac Beta Beta
When you first open the reconcile window, you are given a choice of using the Online or Statement Balance. I ALWAYS use Online and have not seen a paper statement (or pdf of one) in a decade. Why must I always click through this useless dialog window step every single reconcile on every single account?

Add a checkbox when you first open the reconcile dialog window that says "Always use online balance." Once checked never show this dialog window again. (Perhaps have a clear in the preferences or something or add a Select balance method in the main reconcile window to change methods.)

I just want to cut out 50% of the steps and clicks in everyone of my dozens of accounts that I reconcile weekly by always using my online balance and not asking me every time.
-Jay
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  • jacobs
    jacobs SuperUser, Mac Beta Beta
    In the 6.2 release, Quicken does remember if you've previously selected to reconcile to the online balance; the radio button is selected when you start reconcile. All you need to do is press Return to advance to the Next screen. It's one keystroke or mouse click. It don't see this as being problematic; am I missing something?  (Taking the opening screen away and making users change preferences would create a lot more work for users who witch between online and statement reconciliation.)
    Quicken Mac Subscription • Quicken user since 1993
  • JayBugs
    JayBugs Member, Windows Beta, Mac Beta Beta
    The issues are (1) it is time for an extra window to appear and click through it for every account every time I reconcile and (2) it is making the user confirm something every reconcile for every account where it should not be changing per reconcile.

    Earlier Quicken versions even discouraged you from reconciling one time to online and the next to paper statements and switching around. Quicken should ha e the data, but most likely for a given account a user selects online or paper statements and almost never changes it. Thus ask once, display it on the reconcile window, and allow a click to change it but don’t require a click to indicate keeping it the same time to time.

    Reconciling should be one click to start it and one to confirm. Nothing more unless there is an error.

    I don’t know how your financial institutions work with Quicken but out of my dozen or so using online syncing I get an error on a handful every month and thus need to keep the accounts reconciled or going back and tracking it down is a long complex mess. Thus reconciling happens after every download so every few days. One extra unneeded window and confirmation to move on definitely adds up and makes the product less pleasurable to use. Not the direction a company should move. 
    -Jay
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Jay, I only reconcile each of my accounts one a month, to the financial institution payment, so I don't have the same process you do. I do understand your point for your workflow, but what you suggest needs to work well for everyone for them to implement it; I wonder how many people who reconcile to the online balance benefit from seeing the opening screen so they have the option to update the account from there and/or see the balance there before they get started?

    In any case, it's an Idea you've put forth, and I'm not here to oppose it, so I'll exit this conversation now and let others vote and chime in if they'd find your suggestion a useful change.
    Quicken Mac Subscription • Quicken user since 1993
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