Would like to have a reporting as of date for transactions as a new feature

bcal509 Member ✭✭
edited August 24 in Reports (Mac)
I frequently change the date on transactions to get them to show up in reports in a prior year but then lose the original transaction date which I have to save in notes. a reporting date that defaults to the transaction date but can be changed for use in reports would be a big help.
1 votes

Active · Last Updated


  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Why do the transactions need to show up in the prior year?  Maybe you are recording them wrong.  There might be a better way to enter them (especially if they are credit card transactions) or you might need to use a temporary holding account.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    So you want transactions to be able to have two different dates? I can't see that ever being implemented.
    Quicken Mac Subscription • Quicken user since 1993