Add Unreconciled/Uncleared Filter in Transaction Register (29 Legacy Votes)

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Mark233,

    Your idea has been merged into this already active Idea thread regarding the same request.

    Thank you!

    -Quicken Anja
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  • Mark233
    Mark233 Member ✭✭

    Thanks Anja. I was in a credit card account today and wanted a quick way to see what my total Unreconciled was (debits and credits). Thanks for moving it over.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited November 2024

    @Mark233 Here's a trick you can use for the time being if you want a quick total of a group of transactions…

    In your credit card account, click on the Clr column heading twice. This will sort the transactions by Cleared status, with all the uncleared transactions first, all the cleared (blue checkmark) transactions next, and all the reconciled (green checkmark) transactions last. If you want to total unreconciled (blank and blue) transactions, simply click on the first one, scroll down to the last one, and Shift-click it. This will select all the transactions between the two you clicked on and in the upper right just under the Search box, Quicken will tell you how many transactions there are and the sum of the amounts of the highlighted transactions. (Then just remember to click the Date column heading to restore your register to its normal order.)

    Quicken Mac Subscription • Quicken user since 1993
  • els191
    els191 Quicken Windows Subscription Member ✭✭
    edited April 2024

    Would love to see a Status filter added for "Not Reconciled".

    [Merged Post]

  • hholzgrafe
    hholzgrafe Quicken Mac Subscription Member

    PLEASE DO THIS!

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @hholzgrafe This feature was JUST added for reports:

    Screenshot 2024-05-01 at 9.47.36 PM.png

    Have you downloaded and tried version 7.7 yet? (This setting is on the Advanced tab of Edit reports.)

    Quicken Mac Subscription • Quicken user since 1993
  • els191
    els191 Quicken Windows Subscription Member ✭✭

    Thanks for the Not Reconciled Filter Report

    Can a Filter for Not Reconciled Transactions be added as well?

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @els191,

    Thank you for reaching out to the Community with your request.

    Your idea has been merged into this already active Idea thread regarding the same request.

    Thank you!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • els191
    els191 Quicken Windows Subscription Member ✭✭

    Any status on this request? Adding another filter shouldn't be much work for a quick win for everyone.

  • HAFMAC
    HAFMAC Quicken Mac Subscription Mac Beta Beta

    In the bank and credit card registers, can we have a filter for Unreconciled.  There is one for uncleared, but not one for unreconciled. It is nice to not have to see transactions that have been reconciled.

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @HAFMAC,

    Thank you for reaching out to the Community with your request.

    Your idea has been merged into this already active Idea thread regarding the same request.

    Thank you!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • Kenny Etinson
    Kenny Etinson Member ✭✭

    Any chance we will ever see the "Reconciled" view in our account registers in Quicken like are available on the PC and Web version ?

    AND the ability to reconcile individual transactions ?

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Any chance we will ever see the "Reconciled" view in our account registers in Quicken like are available on the PC and Web version ?

    @Kenny Etinson If you're referring to a register filter for Unreconciled transactions, that's what this Idea thread is lobbying for. The developers last year added a report criterion for Reconciled status, which was half the battle, so they will hopefully come back to this and add a filter for registers. Whether they will, and if so when, is not something anyone here can answer.

    AND the ability to reconcile individual transactions ?

    If you want to mark an individual transaction as reconciled, you can do so right now: Option-click on the Clr checkbox twice to make a transaction reconciled. Just do so with care and purpose, since this goes outside the normal reconciliation process and won't be recorded in your saved account reconciliations.

    Quicken Mac Subscription • Quicken user since 1993