Flagging a Transaction (Q Mac)
edited March 4 in Registers & Transactions (Mac)
I used to use Quicken for Windows and there was a flagging option which I used to flag transactions that need further follow-up. I don't see it on the Mac version. Does anyone have a workaround?
Maybe you could use a tag for that? If you aren't already using tags, then any tagged transaction is going to stand out.
Quicken Mac subscription. Quicken user since 1990.0
jacobs SuperUser, Mac Beta BetaThere is a way to flag a transaction for review in Quicken Mac: Control-click on the transaction, and from the pop-up menu, select Set Status of Selected Transaction to > Not Reviewed. (Or just regular click the transaction with your mouse over the Status column. Or Control-click and press Option-Shift-R.) This will put a blue or orange pencil icon back into the status column, and it will remain there until you come back and changed the status to Reviewed.
Quicken Mac Subscription • Quicken user since 19931
Jacobs, thanks. I only get the blue dot, which is the same flag for unreviewed downloads, so that's confusing for me. How do you get a "pencil"? Very odd that the Mac version omits the flags.
Jon, thanks for the suggestion. I already use tags, but you can only use one tag.0
The pencil icon is for manually entered transactions. It starts out orange & turns blue when it matches a downloaded transaction.
Quicken Mac subscription. Quicken user since 1990.1
This discussion has been closed.