Unable to Get Quicken to Put Daily Deposits Before Payments

James114
James114 Member ✭✭✭
edited October 2023 in Registers & Transactions (Windows)

I have 2 deposits and 1 payment today.
But, Quicken sorts one deposit then the payment and then the other deposit.
How can I get Quicken to put same-day deposits before payments.
I see no setting for this. What must I do date the payment for tomorrow???

James

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    • If you are downloading transactions, accept them manually by going to Edit > Preferences > Downloaded transactions and un-checking the Automatically add to banking registers box.
    • Then when you review and accept the transactions, accept them in the order you prefer.
    • Then click on the gear at the top right of the account's register ands select Sorting options. Select the last option "By Date/order entered"
    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    • If you are downloading transactions, accept them manually by going to Edit > Preferences > Downloaded transactions and un-checking the Automatically add to banking registers box.
    • Then when you review and accept the transactions, accept them in the order you prefer.
    • Then click on the gear at the top right of the account's register ands select Sorting options. Select the last option "By Date/order entered"
    QWin Premier subscription
  • James114
    James114 Member ✭✭✭

    I changed he sorting options to "By Date/order entered" and it worked.

    Thanks,

    James

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