Add Summary Filters based on Statement Reconciliation

In individual accounts, could you add a filter on the 'Spending' tab that shows spending for a statement period, including the current one. That was you could look at spending since the last reconciliation, or the summary of the last reconciled statement.

Most credit cards don't have statements that are precisely monthly, so to look at the spending for the current period means putting in a custom date range for each card.
1 votes

New · Last Updated


  • It would also be nice to see various options for "statement reconciliation" in the date filters on all accounts. If I'm looking for transactions from my previous credit card statement, I'd like to be able to do so without having to set a custom date range.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @rokhoppa You can actually do this currently by clicking on an account in the sidebar and then going to Accounts > Reconciliation History. You can see prior reconciliations for the account, and you can open any prior reconciliation to see the transactions it contained. 
    Quicken Mac Subscription • Quicken user since 1993