Individual Transaction Reconciliation Unavailable on Mac, but available on Web & PC ?

Question

Will the Mac version of Quicken be getting support for individual transaction reconciliation—similar to what’s already available on the PC and Web versions?

Having this ability would make a huge difference in how we manage our finances day-to-day. Being able to manually mark transactions as “reconciled” lets us better visualize actual cash flow in the register. This helps avoid surprises and improves forecasting by showing a more accurate picture of what’s truly available in the account, including a clear view of upcoming bills / transactions without the clutter of viewing all the transactions in the register.

Right now, this gap makes it harder to plan with confidence on Mac—even though it’s already possible on other platforms.

Is this on the roadmap?

Thanks!

MajorHavoc · Answer

Never mind. Comment deleted.

Jon · Answer

There's already a Product Idea thread for Quicken Mac asking for additional register filter options including an unreconciled filter, you should add your vote & post over there:

https://community.quicken.com/discussion/7356391/add-unreconciled-uncleared-filter-in-transaction-register-29-legacy-votes

There's also an idea thread asking to be able to mark selected transactions as cleared:

https://community.quicken.com/discussion/7961054/ability-to-change-a-selected-list-of-items-in-a-register-from-blue-to-green-check-mark

Kenny Etinson · Answer

Thank you for the response.

The challenge I have, is that I have a bunch of upcoming bills and deposits in my account register.

* With no filter on the view on the account - it's messy and shows all historical transactions, and no easy way to see which manually entered transactions haven't cleared yet.
* UNCATEGORIZED and UNTAGGED or LAST DOWNLOADED filter doesn't help, as I enter transactions manually with their category, so those would disappear from view, or don't need a TAG & Last downloaded is a temporary view that doesn't help in my case.
* UNCLEARED hides transactions that I want to keep an eye on in the register that have cleared but I'd like to review or wait until I have a receipt or bill to attach to it, or be reimbursed for, or +++
* NOT REVIEWED - is the closest thing to what I'm looking for.  BUT NOT-RECONCILED in the PC and WEB version shows all the upcoming sheduled transactions in the register that are your Bills and Income.  This is not the case in the NOT REVIEWED view.  If there were a NOT-RECONCILED view, I'd be able to see which income hasn't come in yet, or which bill hasn't been charged to my account yet that were sitting in the recurring bills/income section.

I used to have this on the PC version of Quicken, and still have it on the WEB version - but lost it when I moved to the MAC version.

and thank you !