Report based on transaction CLR status (reconciled/cleared) & transaction status (reviewed/flagged)

jacobs
jacobs SuperUser, Mac Beta Beta
edited June 2022 in Reports (Mac)
There are three important search criteria which are missing when creating reports, two of which are the status columns: a transaction's CLR status and a transaction's status (downloaded, matched, flagged for review). (The other is text in the memo field, which is discussed in this thread; please click and vote for it, too!)

There are times where you need a report to include only reconciled transactions, or only unreconciled transactions. You can do this to a limited degree: in a register, you can sort on the CLR column, select the cleared or uncleared transactions, and print them as a report -- but there is no way to combine that with other criteria, as you can in Edit reports. There should be a way to specify the reconcile status as one of the search criteria when building a report. 

Note: The old Quicken Mac 2007 allowed users to specify reconciled, cleared or non-reconciled in creating a report:

The enhancement request here is to add this as one of the criteria available when building a report. Vote for this feature by clicking the arrow under the vote counter in the yellow box below.


Quicken Mac Subscription • Quicken user since 1993
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Comments

  • I keep using parallels for the windows version because the mac version doesn't have this specific feature, which I depend on.