Add Unreconciled/Uncleared Filter in Transaction Register and Reports (29 Legacy Votes)

Please Vote!
There is no way to see all Unreconciled transactions within a single view or report. This is basic "balance your checkbook" functionality that needs to be
implemented. You have to be able to see what hasn't been fully
reconciled in a single view!
Yes, one can see Uncleared transactions (empty check box) by using that filter, but it doesn't include downloaded or manually checked (blue check box) transactions.
What we need is a filter called "Unreconciled" that is equivalent to "not checked green" or "checked blue or unchecked". That would be a major first step!
Additionally, we need to have all these filters available in reports: Unreconciled, Untagged, Uncleared, Last Downloaded, Not Reviewed).
Please Vote!
Tagged:
7

Comments
Agreed. This filter is important. QM2007 had something similar:
It also included filters for Payments, Deposits and Unprinted checks). All these need to be added back.
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(Canadian Q user since '92, STILL using QM2007)
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.
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(Canadian Q user since '92, STILL using QM2007)
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(Canadian Q user since '92, STILL using QM2007)
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(Canadian Q user since '92, STILL using QM2007)
To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...
The following are some of the many feature requests you will find:
- List of Requests for Report Types
- Restore Transactions Downloading Acceptance and Matching workflow
- List of Requests for Reconciliation Process
- List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)
- Add QuickMath functionality
- Loan Amortization
- List of Requests Related to Investments
- True multi-currency conversion support
- List of Requests Related to Budgets
- List of Requests for Data Entry and Usability Options and Features
- List of Requests for User Interface Options and Features
and many others.Click on each link above, then be sure to scroll down each page, as some contain lists of related features. Then VOTE on EACH IDEA separately that you are interested in.
If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!
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(Canadian Q user since '92, STILL using QM2007)
It would be very helpful to report on all transactions that haven't cleared in one report.
Thank you!
In case you are not aware, you can pretty much accomplish this in the register. First select a register or group register. (If you select All Transactions, you can select a specific set of accounts using checkmarks in the Accounts filter.) Set the Status filter to Uncleared. You can optionally choose a date period using the Date filter and if you want, search for specific words using the search box.
You can then print this as a report using menu File > Print. (You can use the PDF menu in the lower left corner of the Print dialog if you want to see it on screen rather than send it to the printer.) You can also use menu File > Export > Register Transactions to CSV File to export the report to a CSV file the you can then open in Excel or Numbers.
Although, I need the full reporting capabilities including subtotals and breakout by account.
This is my one wish for Qmac to make it perfect! It's a phenomenal product otherwise.
I hope this can be add to transaction reports at some point.
https://getsatisfaction.com/quickencommunity/topics/add-unreconciled-filters-in-transaction-register...
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(Canadian Q user since '92, STILL using QM2007)
would be really handy if one only occasionally balances/reconciles their
accounts. For those who do weekly or monthly this could be a very
large number of unreconciled transactions.
All these filters are important. QM2007 has something similar:
It also included filters for Payments, Deposits and Unprinted checks). All these need to be added back.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
Are there any plans to include a view to show only unreconciled items (rather than uncleared). This is the default view I like in an alternative Mac product and is one of the most useful, because it's basically every transaction since your last statement (assuming to reconcile every time).
That said, without them adding these requested filters, there's a pretty easy way to see your unreconciled transactions in any account register with just a mouse click. Simply click on the heading of the CLR column. (You want the arrow next to CLR to be pointing down; if it's pointing up, click on the heading a second time so the arrow points down.)
This will put all the uncleared transactions at the top, followed by ones which have the blue unreconciled checkmark, followed by everything with the green cleared checkmark. When you're done seeing what you need, just click on the Date heading to restore the order of transactions to the normal date order.
"Not Reviewed" will show uncleared transactions(empty checkbox) and downloaded transactions(blue checkbox)
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Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
This Idea seems to have fallen stagnant and due to the age of the request and lack of User Votes/Comments, it will be archived within the next 7 business days.
If you would like to see this Idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this Idea would be beneficial for you.
More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.
Thank you,
Quicken Community Support Team
which has 31 votes and continues to be voted on. So this one is still very much needed and is NOT stagnant.
- Where to find a Help Guide for Quicken for Mac?
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)