Improve Reconciliation: Track Statement for Reconciled Transactions

Michael Wacey
Michael Wacey Member ✭✭✭
in Product Enhancements

Could Quicken's reconciliation process be enhanced to record the specific statement details (like the closing date) for each transaction when it's marked as reconciled? Right now, the 'R' status confirms it was reconciled, but not when or against which statement. Adding this link would greatly improve historical tracking and make troubleshooting discrepancies much easier.

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  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    I think this would be good feature, that might be expanded on it the future for reports or such.

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