Allow deletion of one or more account Reconciliations without clearing entire reconciliation history

Quicken Mac Subscription SuperUser, Mac Beta Beta

Sometimes, if a transaction(s) in the past has been somehow deleted or changed, the Reconciliation History will show an error, and trying to fix that error often pushes Quicken's perceived discrepancy to the next month — a game of whack-a-mole which can be frustratingly difficult to resolve. Currently, the only way to start over with reconciliations is a "nuclear" option to Clear History, which deletes ALL reconciliations for the account and marks all transactions as unreconciled. What is needed is the ability to delete one or multiple reconciliations back to the time the reconciliation discrepancies started so the user can then re-do reconciliations of the months moving forward, without errors.

Quicken's reconciliation history stores a list of every transaction reconciled in each reconciliation, so deleting a reconciliation history and clearing the status of the transactions should be do-able. If it requires clearing everything back to the selected reconciliation — to not leave an unreconciled month between months which remain reconciled — that would be okay; it would still be better than the current Clear History going back to the start of the account.

Quicken Mac Subscription • Quicken user since 1993
4
4 votes

Reviewed · Last Updated

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