Is it possible to have the date of an entered bill float beyond today's date, until it clears?

robertkellogg2001

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robertkellogg2001

Well, poop. I wrote some nice long reply and for some reason (maybe I used quotes or something) it got lost...

Let me just say thanks to you all who tried to help, but email conversations are terrible for discussing details, and they just become too confusing. So, I'm not going to pursue this any longer.

Thanks again.

Chris_QPW

Do you mean have transactions that haven't cleared yet appear near the bottom even though their dates are older?

The register is sorted.  Normally by date, and as such the transactions are in that order.  You can sort by other columns like the Clr column and that will put them in the order of Reconciled, Cleared, and then Uncleared.  But note that the running balance will be meaningless with the register sorted this way.

robertkellogg2001

Thanks, but I merely want to move my items up or down in my register to align them with their occurrence in my bank statement. The date may be the same for all transactions, and the amount is irrelevant. My proposal to select an item and move it up or down is what I'm looking for. Do you have a way to do this?

volvogirl

Just change the date on the transaction to match when it hit your bank statement?  How are you entering the transactions?  There is another way you can sort which might get you closer.  You can sort by Order Entered, which is handy when doing a lot of entries.  While in a register, click on "Account Actions", select "Sorting Options", select "by order entered".

Chris_QPW

robertkellogg2001 said:

Thanks, but I merely want to move my items up or down in my register to align them with their occurrence in my bank statement. The date may be the same for all transactions, and the amount is irrelevant. My proposal to select an item and move it up or down is what I'm looking for. Do you have a way to do this?

I saw your idea on this, and even though you aren't the first to suggest it, I doubt it will ever happen in Quicken Windows.

It conflicts with the fact that any time a person can change the sort order of their transactions.

robertkellogg2001

Thanks to everyone trying to help. I have two threads going and my reply below was a mistake in this thread - my apologies.

I'm going to forget about my request because, as I've learned in the past - email conversations are too easily confused when dealing with details. I'll do as everyone has to do with a tool that has limitations - I'll just work with what it has and accept it.

Honestly though, thank you all for trying to help!

robertkellogg2001

Well, poop. I wrote some nice long reply and for some reason (maybe I used quotes or something) it got lost...

Let me just say thanks to you all who tried to help, but email conversations are terrible for discussing details, and they just become too confusing. So, I'm not going to pursue this any longer.

Thanks again.

Chris_QPW

robertkellogg2001 said:

Well, poop. I wrote some nice long reply and for some reason (maybe I used quotes or something) it got lost...

I think it did show up, but just delayed.  Some times the anti-spam routines on here route people's comments to the moderators to be approved, and they won't show up until that happens.  If you see a "flash message" in the lower left of the window when you post your comment (it goes away pretty fast), that might be what has happened.

robertkellogg2001

Well, what do you know, you are right again. It did show up. Now that can add to the confusion too!!!!!


hehehe

Ps56k2

robertkellogg2001 said:

Well, what do you know, you are right again. It did show up. Now that can add to the confusion too!!!!!

please keep the discussions separate in their own threads....

I'm lost since I have no idea what you are referencing HERE ...

There are TWO threads created on this same exact topic -
A - one is here as a "how do I.." type Q&A
B - another is over in the Product Enhancements and Ideas area - same topic - same discussion

https://community.quicken.com/discussion/7897149/please-add-the-ability-to-move-transactions-in-my-register-up-or-down-as-i-wish#latest

robertkellogg2001

It is in its own thread. Thanks for you help