Reconciliation Due Alert

robbie53024
robbie53024 Quicken Windows Subscription Member ✭✭
edited February 2022 in Registers & Transactions (Windows)
I would like the ability to set a parameter on my accounts identifying the statement due date (need to be able to "opt out" on accounts that don't have statements to reconcile). When that date has passed, if the account hasn't been reconciled, the Account Name in the left menu bar would change (bold, color, background - just some indicator). I would like a notice/reminder that an account is past due on reconciliation.

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Simplest workaround that I can think of would be to create a Scheduled Reminder in each of these accounts:
    • Payee "Reconcile Me {account name}"
    • Amount 0.00
    • Due next on xx/xx/xx, monthly, every [xx] months
    • Remind me [xx] days in advance
    • When the reminder due date approaches you'll see it pop up in your reminder views and the register.
    After you reconciled the account, "Skip" the reminder to set it again for next time in [xx] months.
  • robbie53024
    robbie53024 Quicken Windows Subscription Member ✭✭
    OK, I will try that. But still seems like this should be a basic part of functionality.
  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    There is an existing Idea which has been languishing with few votes.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

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