I would love if when I open QO you could "highlight" or mark somehow, the new items that have come thru since the last time I viewed the account. That way I could sort of reconcile as I go. As of now, I add checks, but my QO for some reason cannot match what I input for a check (in upcoming transactions) so I have to manually delete my upcoming checks when I see them come thru on my account. Also, then I don't have to scour thru and see what is new or figure out when was the last time I viewed and how far back I need to go. I am trying really hard to have this do ALL of my money managing and without being able to "check things off" it is hard for me to reconcile my account. I know others on here have said, "now you don't need to reconcile, QO does it for you". I get that, but ocassionally items come thru that are mistakes. Such as a return not being credited to my account and instead being another charge (has happened numerous times), or discrepencies in payments, etc. I am a former Microsoft Money user and while I think QO has enormous potential, it is still lacking in a few key areas. Especially if you are super into having everything matchup at the end of the month.
Does this make sense?
I totally agree. That was the one missing feature in MINT that made me move to QuickenOnline. Currently, for each new transaction I enter the "note" field and type an X; in the transaction list, a yellow "note" symbol shows up, serving as my "I've checked this transaction" indicator.
It's such a normal thing to want to do -- quickly see new transactions as opposed to those you've already viewed. Don't know why there isn't something as simple as a little check box available to mark transactions as you view them.
