Reconciliation: auto-expanding splits

utahbrad
utahbrad Quicken Mac Subscription Member

When I am reconciling from a statement and checking each transaction off, if it happens to be a split it opens up the entire split until I check another transaction. This causes unnecessary scrolling to find the next checkbox, which as soon as it is selected the split collapses again and you have to scroll again to find your place. Very cumbersome. I don't need the split to be expanded when I'm just reconciling the total amount of the transaction that was posted.

Comments

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @utahbrad It sounds like you have missed a preference setting which prevents splits from opening during reconciliations:

    Screenshot 2025-11-15 at 12.27.23 PM.png

    If you do not have the "Automatically show splits during reconciliation" checkbox checked, it should work the way you're wanting it to work — not opening splits when you click on them during a reconciliation.

    Quicken Mac Subscription • Quicken user since 1993