Why are split transaction reminders not properly sorted by date when viewing register with reminders

Options
amphybius
amphybius Member ✭✭

Scenario:

Given these example reminders:

10th:Electric bill:$100
20th:Water bill:$30
30th:Mortgage:$1500 (where mortgage is split to be principal and interest)

When viewing the next 90 days, all three mortgage reminders get sorted to be ahead of all the electric and water bills (specifically because they are split transactions).
This results in the projected balance being highly pessimistic and not reflecting reality.

I am a long time quicken user and this did not used to be the case.
I depend on this to project when my checking will get low but this gives bad data.

This is a bug (IMHO)

Anyone else having this issue?

Cheers!

Best Answer

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    Is your register sorted by Date or by Payee? It sounds like it it might be sorted by Payee.

    (Quicken Classic Premier Subscription: R55.26 on Windows 11)

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    Is your register sorted by Date or by Payee? It sounds like it it might be sorted by Payee.

    (Quicken Classic Premier Subscription: R55.26 on Windows 11)

  • amphybius
    amphybius Member ✭✭
    Options

    Doh! User error.

    Thanks Boatnmaniac!

This discussion has been closed.