Allow deletion of one or more account Reconciliations without clearing entire reconciliation history

jacobs
jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

Sometimes, if a transaction(s) in the past has been somehow deleted or changed, the Reconciliation History will show an error, and trying to fix that error often pushes Quicken's perceived discrepancy to the next month — a game of whack-a-mole which can be frustratingly difficult to resolve. Currently, the only way to start over with reconciliations is a "nuclear" option to Clear History, which deletes ALL reconciliations for the account and marks all transactions as unreconciled. What is needed is the ability to delete one or multiple reconciliations back to the time the reconciliation discrepancies started so the user can then re-do reconciliations of the months moving forward, without errors.

Quicken's reconciliation history stores a list of every transaction reconciled in each reconciliation, so deleting a reconciliation history and clearing the status of the transactions should be do-able. If it requires clearing everything back to the selected reconciliation — to not leave an unreconciled month between months which remain reconciled — that would be okay; it would still be better than the current Clear History going back to the start of the account.

Quicken Mac Subscription • Quicken user since 1993
6
6 votes

Reviewed · Last Updated

Comments

  • Diane22
    Diane22 Quicken Windows Subscription Member

    I ditto this request. I was just searching to see if there was a way to unreconciled the last 2 months as I have a transaction that shows reconciled in the register, but is still in the recon window difference.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @Diane22 Make sure you not only provide your comment, but also add your vote for this feature change. (To do so, if you haven't already, scroll to the top of this page, and in the yellow box you'll find the vote counter, If the arrow under the counter is black, you haven't voted; click on it and the vote count will update. If you have already voted, the arrow will be gray.)

    This idea needs more votes from Quicken Mac users in order to be submitted to the developers for consideration.

    Quicken Mac Subscription • Quicken user since 1993
  • Dave Chalk
    Dave Chalk Quicken Windows Subscription Member ✭✭✭

    I support this request as well. I believe this feature was available at one time..

  • jvalan
    jvalan Quicken Windows Subscription Member

    Interesting that I have the same issue with reconciling. Going a a couple of months would be helpful,. But, solving the problem would be better.

  • Angel Eyes
    Angel Eyes Quicken Windows Other Member

    I am new to Quicken, and I set it up for automatic reconciliation with the bank. I need to change that back. Do you have any idea how to do that?

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    @Angel Eyes Right click on the account in the sidebar, select Account Settings, and on the Downloads tab uncheck the Auto-Reconcile options at the bottom. At least that's how you do it in Quicken Mac. If you're using Quicken Windows (as your profile says) then you should ask over in one of the Quicken Windows forums, perhaps this one:

    https://community.quicken.com/categories/registers-transactions-%28windows%29