Transaction filter

slickparent
slickparent Quicken Windows Subscription Member, Windows Beta Beta
edited December 2024 in Registers & Transactions (Windows)

"Sent" upcoming payments disappear when changing checking account register filter to any "Last…" filter. Why do these filters hide sent upcoming transactions?

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What's the "Sent" transaction's date?

    What's the "Last …" filter's end date (newest transaction date)? Today?

    My registers, for daily use, are always set to All Dates, Any Type, All Transactions so that I can see scheduled future reminders within the selected "Next xx days" range.

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I've never used any payment service that connects to Quicken so I've never seen a "Sent" notation, and maybe I'm missing something, but since any "Last…" filter is backwards looking, why would you expect that upcoming (future) transaction, Sent or not, would show up?

  • slickparent
    slickparent Quicken Windows Subscription Member, Windows Beta Beta

    Quicken will display upcoming transactions but not Sent when a Last… filter is applied. When a Last filter is used, all future transactions should be hidden. Upcoming is a different setting but I find it confusing for the filter not to affect both.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    By any chance is "Sent" considered a future scheduled (reminders) transaction?

    If so, none of the filters hide the future scheduled transactions.

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