How do I view transactions that aren't yet reconciled?

hobbsd · September 2020

I learned that the CLR field is automatically checked when I update all online accounts. I want to be able to see all transactions that I have not reconciled myself. I was using the CLR field for this purpose, but it won't won't help me if it is automatically checked when updating online accounts. Suggestions?

RickO · September 2020

@hobbsd

This is really the function of the flags in the Status column (labeled with a black dot). After you download a transaction, it will have a blue dot in this column (or a blue pencil or envelop if it was matched). Click on the blue icon and mark the transaction as Reviewed. You can then set the Status filter to show only not-reviewed transactions.

You can mark a bunch of transactions as Reviewed all at once by selecting them (command-click or shift-click), then right click on any selected transaction and choose Set Status of Selected Transactions To > Reviewed.

Quicken Francisco · September 2020

Hello @hobbsd

Thank you for reaching out on the community and telling us about your issue. I was taking a look over the mac settings and noticed that there was no automatic reconcile feature on mac. Do you normally reconcile on your own by getting the blue check marks or do you normally have green check marks when reconciling?

Reason I ask is because when downloading transactions quicken will automatically show up with blue checkmarks to show the transaction as cleared from the download. The Green checkmark should only come after using the reconcile function on the mac. If you wouldn't mind could you go into a bit more detail about what exactly is happening and also if you can a screenshot as well of one of your registers.

Once you get a chance give us and update and we'll see what we can do!

Thanks,

Quicken Francisco

RickO · September 2020

@hobbsd

This is really the function of the flags in the Status column (labeled with a black dot). After you download a transaction, it will have a blue dot in this column (or a blue pencil or envelop if it was matched). Click on the blue icon and mark the transaction as Reviewed. You can then set the Status filter to show only not-reviewed transactions.

You can mark a bunch of transactions as Reviewed all at once by selecting them (command-click or shift-click), then right click on any selected transaction and choose Set Status of Selected Transactions To > Reviewed.

How do I view transactions that aren't yet reconciled?

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