Change credit card reconciliation prompts for ease of use [Edited]

Kent115 Member
edited May 4 in Display/UI

Quicken Credit card reconciliation screen prompts for "ending statement date", "charges, cash advances", "payments, credits" and "ending balance".

It would be preferable to prompt for "payments" and "other credits" as that is how actual credit card statements show the individual amounts. Otherwise one has to add 2 amounts to enter into 1 field, which could introduce errors"

1 votes

Reviewed · Last Updated


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

    The basic problem with your idea is that not all card statements use the same terminology or layout

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • UserDavidC
    UserDavidC Member ✭✭✭✭

    I would prefer Quicken eliminate the 'Charges, cash advances" and "Payments, credits" prompts since Quicken doesn't use these fields. Currently I just enter 0 in both fields and then proceed to reconcile.

    Quicken user since 1995.
    Current subscription user.
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭

    Agreed. It's been a long time - if ever - since QWin used those two numbers in its CC reconciliation.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.