Order of transactions on same date

jeanderson

For my checking account, I have selected to order transactions by date (Sorting options → by date). When a number of transactions fall on the same day, the order is different every time I view the register. This is most apparent when I have deposits and bill pays scheduled for the same day. Sometimes the deposit is first followed by the debits, and all looks OK. Other times, the deposit is later (or last), and I see a negative balance on at least one line.

Not a big problem, but it would be nice if there were a register preference to put deposits before debits when they fall on the same day. Is there a preference setting I'm missing? (Maybe this should be a suggestion for a new feature).

Quicken Anja

Hello @jeanderson,

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.

Thank you!

NotACPA

At every bank where I've either been employed, or consulted, the DEBITS are posted first. This is to detect what's known as "check kiting" and "daylight overdrafts" which are potentially a source of fraud.

And, before going into Audit, I was in Check Processing Systems for over 30 years.

I'd vote AGAINST this idea, if that were possible.

Rocket J Squirrel

I see no reason for QWin to show transactions in the order the bank posts them. QWin already offers sort options which result in different orderings than the bank's.

We have one "compound" sort order, "Date/Order Entered". To satisfy this wish, adding a new sort order, "Date/Amount", would be sufficient.

Jim_Harman

One way to accomplish this is the following

• If you are downloading transactions, accept them manually by going to Edit > Preferences > Downloaded transactions and un-checking the Automatically add to banking registers box.
• Then when you review and accept the transactions, accept them in the order you prefer.
• Then click on the gear at the top right of the account's register ands select Sorting options. Select the last option "By Date/order entered"