I have several accounts when the statement is always end of month or the 24th, etc. it would be nice to have this date pre-populated, when you reconcile month by month. don't most user's reconcile after each statement or is that too old school?
When I reconcile with "Use Statement Balance", Quicken does exactly what I think you're asking for: it always populates the statement Ending Date with a date one month later than the previous reconciliation. So if I reconciled on February 24, the next time I start a reconciliation, it will default to March 24. Are you not seeing this? Or are you asking for something else I'm not understanding?
Hello @KOD,
Your profile says that you are a Windows user; however, you posted this idea in a Quicken for Mac idea category. Would you mind providing clarification?
Thanks!
don't most user's reconcile after each statement or is that too old school?
Personally, I reconcile after I download, and I download almost every day. I reconcile to the online balances.
Looking at Quicken Windows does for manual entry to statement. It remembers the date of the "prior ending statement date" and defaults to that:
But for accounts that you download it seems that it defaults to a blank "Ending statement date".
Even though I don't use this I have voted for it, because it just makes sense that it should be consistent and work that way. Note the even with a connected account Quicken Windows still has the "Last Reconcile" date in the Account Overview, so clearly this can be done (and frankly I think it was done in the distant past).
Just checking in before this idea is turned into a discussion due to lack of clarification.
Please let me know, thanks!
Hello All,
This Idea seems to have stalled, and we would like to gauge the current interest in this request. Please vote if you have not done so already!
Thank you!
