Filter for "cleared" transactions (Q Mac)

msoultan
msoultan Quicken Windows Subscription Member ✭✭✭
edited March 5 in Registers & Transactions (Mac)

I am trying to filter the account register to show only cleared transactions, but I cannot find any way to do this in Quicken for Mac. The filter options appear to include uncleared transactions, but there does not seem to be a way to filter specifically for cleared ones.

This seems like a basic and very useful feature, especially when reconciling accounts or trying to review what has actually cleared the bank versus what is still pending. For example, if I am investigating a discrepancy between the register balance and the bank balance, it would be extremely helpful to quickly isolate only the cleared items.

Is there a reason this capability is not available in Quicken Mac? Is it planned for a future update, or is there some workaround that provides the same functionality?

I would appreciate any clarification from the Quicken team or from other users who have run into the same limitation as this seems like a glaring omission for such a basic feature.

Thanks,

Mike

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Answers

  • xingeranium
    xingeranium Quicken Mac Subscription Member ✭✭

    On the surface, it seems like adding a Cleared filter feature could be a simple implementation.

    Perhaps as a workaround you could sort the register by the Cleared Status column. It does seem to keep the transactions in date-order within each Cleared Status group as seen below.

    image.png
  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod
    edited March 5

    Hello @msoultan,

    Thank you for posing this question.

    What @xingeranium has outlined is exactly what I would have suggested.

    We do have an existing Idea Post that describes what you are asking about. You can use the link to view and vote on it. It is already currently "under Consideration"!

    Hope this helps!

    Quicken Alyssa

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  • msoultan
    msoultan Quicken Windows Subscription Member ✭✭✭
    https://community.quicken.com/discussion/comment/20541440#Comment_20541440

    Yes, as a programmer I do think it would be relatively simple, especially because they already know how to do it for "uncleared" and other criteria - this type of stuff is pretty low-level basic programming - they're not reinventing the wheel here ;)

    While sorting is possible, I'm trying to teach someone that isn't horribly computer savvy how to do this, so that's not a great solution (for them), but I appreciate the suggestion.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @msoultan,

    Thanks for following up!

    Totally understandable! The workaround isn't for everyone. Don't forget to vote on the idea if you haven't already.

    Thanks again!

    Quicken Alyssa

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