How do I keep transactions in the order they were reconciled?

Tony Ferraro

As I reconcile transactions, Quicken places in apparently random order within the date. I'd like to keep transactions in the same order as I have reconciled them. When the order of reconciled transactions is changed, it's very difficult to match the numbers with what the bank/credit card company report shows.

Mark1104

Tony- your options are clicking the top line of the transaction register. Personally, I always sort by the “CLR” column, that way everything with a ‘R" (reconciled) is listed first, followed by ’C" (Cleared) and then the remaining items are unreconciled.

I find it VERY easy to maintain reconciliation this way.

Tony Ferraro

Thanks Mark. I've done this, but I'm looking for something that won't change the order of the transactions after I've reconciled them.

Mark1104

what I described is the best Quicken offers.

Frankx

Hi @Mark1104

Just to be clear - during the reconciliation process, you have two options: a) sort the unreconciled transactions by transaction date, or b) sort the unreconciled transactions by posting date.

Once you have completed the reconciliation process, you have various sorting options - that are not limited to the “top line of the transaction register” here's the list of register sorting options:

I am not sure that these will get you where you want to go, but pay attention especially to he last two. Another possible option would be to repurpose a field (like the memo field) for your purposes.

Frankx