You can, but it is how you mark it as paid. That I cannot change the date of a scheduled transaction when entering it (ex: if transaction is scheduled for 11/25 but I pay it on 11/15, I cannot change the date unless I first mark it paid, then go back in and edit the record).
Hit the + or - key in the check number field to increment/decrement That I do not have the option of selecting "Next check Number" when entering new records. Scheduled transactions are not separated by bills, IncomeĬorrect-they will simply be presented either inline in the account, or within the Bill Reminder view that shows everything defaulted to date sort. But, you will want to remain in date order sort for day to day use (and to display a running balance) If you are referring to you want your transactions on a particular date to display in a certain way, you can't control this-it is how you enter them (or how they got imported.) You can drag the transactions to the order you prefer if you wish to rearrange, though. You can change the sort order to any column by clicking on the header. my records are not sorted in Credit, Debit order. They are no longer entered in the check number field, and the converter will move those to the Action column. But, you could still look for it if you retry a conversion.Īs fro the Transaction Type: you will want to display the "Action" column as that is where the alphanumeric items you describe are now located. There used to be an issue many years ago where a / or \ in a transaction would cease importing, but I believe that has been resolved. If it didn't, the following things are the most likely: 1) you choose the wrong account to move over (i.e., an older file), or 2) your source file had issues and prevented complete conversion. Is the above normal?All of your data should have come over. That I cannot change the date of a scheduled transaction when entering it (ex: if transaction is scheduled for 11/25 but I pay it on 11/15, I cannot change the date unless I first mark it paid, then go back in and edit the record). Scheduled transactions are not separated by bills, Income My records are not sorted in Credit, Debit order. Transaction type (deposit, debit, EFT, etc.)
I took me all afternoon to clean up Novembers data.Ģ. I imported my Win2015 data, looked at it, and noticed a lot of missing records. So already, please review these videos for more information about Quicken Mac Same column header again to toggle between ascending and descending sort order.Ī small triangle next to the column header indicates the sort order: ˄ pointing up for ascending or ˅ pointing down for descending sort order.Īre you new to Quicken Mac 2015/2016/2017? Your account register should be sorted by Date in ascending order.Ĭolumn header to effect a different sort order by the clicked column. which column header is highlighted and/or has the little black Sorted in any way other than by ascending Date? Look at the register's column The Search box in the upper right-hand corner of the account register?Ī red X, click the X to reset the register from showing only search results Transactions in the register, the Filter settings should be: Show selected transactions? If so, click the Reset button to reset the filters. Is the register filtered in any way to only perhaps only showing the results of a search instead of "all
filtered to show only certain transaction types or Filtered register? Unexpected register sort order?
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