Need Reconcile Symbol Next to Account Name [Edited]

jpellingson

If you are like me, you LOVE to keep Quicken updated and reconciled... trusting your numbers and watching your financial life (hopefully) thrive. I have about 30 accounts listed and routinely find myself clicking into each of them to ensure they are 100% reconciled. How amazing would it be.... if there was some type of marker next to each account in the main view that indicated all transitions within the account were reconciled! No more clicking into dozens of accounts to verify, one simple glance at the main account view would draw your eye to any accounts needing attention. It could be a font change... bold accounts that are fully reconciled. It could be a symbol (R) next to the account.... lots of ways to do this. I'm guessing this may be tricky to implement, but would be huge for me (and I assume all my OCD friends here).

NotACPA

I only reconcile to the paper statement, not  to the unreliable Online Balance ...so this "feature" would be useless to me.

Jim_Harman

[Edited]

How would you define "fully reconciled"?  No outstanding transactions? Reconciled less than X days ago? 

One way to quickly see the reconciliation status of your accounts is to click on Options in the Account List and enable the Last Reconcile Date column. You can scan down the dates to see when each account was last reconciled.

jpellingson

I'd say that when all registry entries in the account are marked as "Reconciled". For me, I don't mark an entry as reconciled until I have renamed, categorized, then confirmed the $ amounts add up to the current account balance. Most days I will download transactions using One Step Update, I then navigate to the accounts with flags to reconcile my spending accounts since they are easy to match to the online balances. However, for the accounts that require logging into a website to reconcile (offline accounts, brokerage accounts...) I only reconcile, so I end up with some mix of reconciled and non-reconciled accounts over time. Since I have 51 total accounts, I often find my self clicking in and out of them to see what needs to be addressed. It would be slick if there was some type of marker next to the account to let you know there are transactions to be reconciled (similar to the flag that lets you know you have new transactions). "Glanceable" information is very powerful. Another way to do it would be to just create a card of "unreconciled" transactions (similar to the "uncategorized transactions" card... however I still think it would be more visually appealing to highlight this in the account list in the ways I have described. I'm sure there are many technical ways to achieve what I am suggesting, but the main point is to make the UX more pleasing, useful and efficient. Another twist on this would be to have some indication on the New Worth that tells you that All accounts are fully reconciled and you can trust that the Net Worth is 100% up to date (one bad example would be to have the font color for the Net Worth Dollars show as a golden color or something). Thanks for the reply Jim! (I can explain the 51 account thing if anyone cares)

NotACPA

On several of my accounts, there are transactions that I've input after the cutoff for the paper statement but before I receive that statement and reconciled the account.

SO, by the OP's definition, these accounts would NEVER be "fully reconciled".

I still view this feature as useless.