Simple report that shows a list of accounts with unreconciled transactions?

hansenb40
hansenb40 Quicken Windows Subscription Unconfirmed ✭✭✭
edited March 2022 in Reports (Windows)
Summary says it all. Anyway to create a report that shows all the banking and investing accounts that have unreconciled transactions? 


Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    How about going to the "All Transactions" page (the link is at the top of the Accounts column) and then setting the filter for "Unreconciled".
    You can also set various filters for the types of account you want to see.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited February 2022
    I suggest you consider using a customized Transaction report: select Reports > Banking > Transaction, press Alt + C,  set the desired date range, check the desired accounts on the Accounts tab, uncheck Reconciled on the Advanced tab, select OK, select Account in the Subtotal by: pull-down menu and Collapse All
  • hansenb40
    hansenb40 Quicken Windows Subscription Unconfirmed ✭✭✭
    @NotACPA This is a quick a dirty approach. I like it! Thanks
  • hansenb40
    hansenb40 Quicken Windows Subscription Unconfirmed ✭✭✭
    @Sherlock Excellent suggestion. Provides more granularity than the quick and dirty approach. Thank you!
This discussion has been closed.

Categories