Show Deposit before Payment in register (Q Mac)
Am I just missing something as simple as a check box somewhere?
Appreciate the help.
Comments
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You aren't missing a checkbox or preference as one doesn't exist.
Do note that you can drag the transactions to rearrange the order if you so desire.3 -
The drag suggestions helps a lot. Thank you.
Seems like a minor thing, but I would really like the ability to choose how it sorts. Can't be that hard to program in, as it already know how to sort the other way. Future Version?2 -
Ditto and any idea if this has been submitted for a feature albeit kinda obvious?0
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Quicken Windows does it that way. Mac should too. Add my vote.0
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Hello All,
Thank you for bringing this to the attention of the Community, although I apologize that this ability is currently unavailable in the Quicken for Mac product.
I have gone ahead and turned this Discussion into an Idea post so that other users are able to vote on it.
Please be sure to add your vote by clicking on the gray triangle right above the current vote count, located in the blue box at the beginning of this thread:
Our developer's review these posts to get an idea of what people would like Quicken to offer.
Thank you,
Quicken Natalie
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I think, the easiest solution would be to talk the programmers into making the default sort order by ascending Date (newest transactions at the bottom of the register) to also sort by descending Amount (from +99,999,999.99 to 0 to -99,999,999.99). That would show transactions within the same date, deposits first, then withdrawals.
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I voted yes. Pretty basic programming. Just need a toggle in preferences.0
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Drag and dropping transactions in a different order for the same day does not work any longer on the Mac. Now can we get the fix done instead of hoping for enough votes?0
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I'd love to have the option to sort income above bills on a particular day in the register. I'm using Quicken for Mac.
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It doesn't automatically sort that way, probably because not all banks treat transactions on a specific date that way — but you can manually reorder transactions on any day just by dragging them up or down in your register.
Quicken Mac Subscription • Quicken user since 19930 -
Just for anyone reading this thread, dragging transactions into a different order within a date does work correctly in Quicken Mac.
But anyone who wants to see Quicken sort deposits before payments on a date (or have the option to set it to do that) should add their vote for this Idea at the top of this page.
Quicken Mac Subscription • Quicken user since 19930 -
Hello @Shoikana,
Thank you for reaching out to the Community with your request.
Your idea has been merged into this already active Idea thread regarding the same request.Thank you!
-Quicken Anja
Make sure to sign up for the email digest to see a round up of your top posts.0 -
for any given date, register sorting should always list credits - or deposits - first to avoid incorrect overdrawn balances shown. By listing debits first as it currently does, bank balances often reflect an overdrawn status when in fact the deposit made on the same date, is simply listed as a last entry for that date.
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I wouldn't mind if it defaulted to that as long as I still had the option to drag transactions into a different order. But I don't want to be forced into that ordering all the time. And when I enter multiple same-day transactions by hand I'd prefer if they stayed in the order I entered them.
Quicken Mac subscription. Quicken user since 1990.
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It's worth noting that not all banks will count all deposits in a 24 hour day before any withdrawals on the same day. If I have $200 in my account and I withdraw $300 from an ATM machine at 6 am, but make a deposit (let's say it's cash, just to avoid talking about clearance time for checks) of $200 at 9 pm, if Quicken reported deposits before withdrawals, my balance would be $200 at the start, then $400 counting the deposit, and then $100 minus the withdrawal. But in the real world, my balance was $200, then -$100 for 15 hours, and then $100. Some banks would ding you for being overdrawn for part of the day; some banks may not.
Quicken Mac Subscription • Quicken user since 19930 -
[Editing to remove my original post, which is redundant now that a moderator has merged the request into this existing thread.]
Quicken Mac Subscription • Quicken user since 19930 -
Hello @Bill Swerski,
Thank you for reaching out to the Community with your request.
Your idea has been merged into this already active Idea thread regarding the same request.Thank you!
-Quicken Jasmine
Make sure to sign up for the email digest to see a round-up of your top posts.
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