Sidebar UI Notification if XX days/months since Last Reconcile (Q Mac)

[email protected] Member ✭✭✭
edited February 2022 in Display/UI (Mac)
Problem to solve: There's no quick way for a user to know if it's time to reconcile an account again. 
Proposed Solution: Custom option, to enable by account. Allow for a UI change to occur on the sidebar that will highlight when a respective account has not been reconciled in XX days/months (as defined by the user).
Implementation Example: Quicken could place a red circle (in comparison to the blue circle highlighting new transactions) next to an account that has not been reconciled in over a month. A user, noticing a red circle next to an account, now knows to acquire the respective bank statement (I do this electronically) and reconcile the respective account. 
2 votes

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  • Jon
    Jon SuperUser, Mac Beta Beta
    edited February 2022
    I like this idea but the time allowed would need to be set individually for each account. While most of my accounts issue monthly statements, I have one that is quarterly and a couple others that bounce between monthly & quarterly depending on how long it's been since there was activity in the account. Then there are accounts like multi-year CDs that may only see one interest deposit a year (and therefor only be able to be reconciled once per year). Having a single time period for all accounts would either generate nuisance warnings for the less frequent accounts or allow too much time to pass before warning me about the monthly accounts.

    Quicken Mac subscription. Quicken user since 1990.