Is it still not possible to flag or "un"flag multiple transactions? If not, why not?

gpeterson257

Is it still not possible to flag or "un"flag multiple transactions? If not, why not? Seems kinda crazy that users would still need to unflag one item at a time (i.e.: if several items are flagged for an issue that is resolved.) Seems like it should be simple thing for Quicken developers/programmers…

NotACPA

Elaborate upon exactly what you're trying to do, and why. There may be an alternate method if we understand your need better.

Also, in what type of account (banking? card? Liability? etc?) are you trying to do this?

gpeterson257

To elaborate: I typically have multiple health related transactions out of various accounts (checking, credit cards, etc.) that are eligible for reimbursement from my HSA account (Health Savings Account). I typically flag these transactions for follow up (so I don't neglect to submit for reimbursement). After several have accumulated (and have been flagged) I submit to my HSA administrator for reimbursement. After reimbursement has been received, I need to "un"flag these transactions. As far as I can tell, there is no way within Quicken to unflag mulitple transactions (I have to unflag them one at a time). Thank you.

NotACPA

Is the HSA account recorded in your Q data file? Do you track a balance in it?

And, rather than using a "Medical Expense" category for the transactions that are going to be reimbursed, you could use a "Receivables" asset type account. Then, when you submit the items for reimbursement you'd mark them as "Cleared" and when you receive the payment from the HSA administrator you show the funds as coming from the Receivables account and mark both the expenses and the reimbursement as Reconciled.