Uncategorized Transactions card on the Home Dashboard limited to 90 Days

smcalabrese Member ✭✭
The Uncategorized Transactions card on the Home Dashboard only shows uncategorized transactions for the last 90 days and omits ones beyond that. In my and many others use case, we care about all uncategorized transactions as they need to be coded. I suggest that this either be able to be changed in settings or the default behavoir be updated to show all uncategorized transactions starting with newest first.
4 votes

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  • UKR
    UKR SuperUser ✭✭✭✭✭
    Until this change can be made, here's a workaround:
    Select the All Transactions register (top of the Account Bar).
    Set the register filter to

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @smcalabrese,

    Thank you for taking the time to reach out to the Community with your request.

    I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

    Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

    Please, be sure to add your own vote as well.

    -Quicken Anja
  • smcalabrese
    smcalabrese Member ✭✭
    Thanks, I have been using that workaround for some time now, but having the Dashboard Card alert me to older info would be helpful. Especially since I had another case of older split transactions becoming unallocated ;-(
    Thanks for the IDEA post.