Re: No September posts

John Pollard <[email protected]> wrote:
> On 10/12/24 2:07 PM, z wrote:
>> Andrew <[email protected]> wrote:
>>> Interesting, I don't believe I've seen any posts or replies in the
>>> Quicken NG for the entire month of September.  First time that in 2024
>>> we did not have any activity for an entire calendar month.  (And indeed,
>>> this is the first post in October as well.)
>>> 
>>> Can't be a good sign.
> 
>> Well…. I thought about posting last month. Does that count?  :-)
>> 
>> Actually, I’ve thought about posting the following question for several
>> months but life kept intervening and…. you know…
>> 
>> Quicken Classic Premier
>> Version R59.10
>> Build 27.1.59.10
>> Windows 10 Home
>> 
>> When I finish manually balancing my checkbook & credit cards I do a Find &
>> Replace to change my manually entered Cleared (C) to Reconciled (R).  For
>> years the F&R function only addressed the account I had open at the time.
>> At some point quite a while ago one of my retirement accounts would also be
>> changed from Uncleared to Reconciled. I have looked & looked for a solution
>> to no avail. The one retirement account is set up exactly the same as my
>> other ones yet the others are no issue, just the one. Not an earth
>> shattering issue for me, just a nagging ‘what the…’ brain nag.
> 
> 
> I can't recall a time when a Find & Replace did not search all accounts. 
>  But the fact that it does return results for all accounts, should not 
> prevent you from achieving your goal.
> 
> [If you searched for Cleared Status = "c", and you only had transactions 
> with a Cleared Status of "c" in the non-investment account you were 
> reconciling AND one investment account; that would explain why your Find 
> got hits on just those two accounts.]

The only Cleared transactions when I do this are in the single account I am
currently working with. The Retirement account involved has no entry (eg:
uncleared) in the Status column. 

> When the Find completes, the dialog it presents shows the Account of 
> each found transaction. You can sort the found transactions by account 
> name (click on the Account heading text), then select all the 
> transactions for your target account (as you would select multiple files 
> in Windows Explorer).
> 
> When you then fill in the Replace options and click OK, only your 
> selected transactions will be modified.
> 
> But the above begs the question: why do you use Find/Replace to mark 
> your transactions Reconciled?  Why don't you use Quicken's Reconcile 
> feature?

I have never used the Reconciled feature simply assuming that once I
balanced each relative account using “c” I could simply Find & Replace the
“c” with an “R”.  No particular reason I haven’t used the function, just
habit. I will check it out. 

> If you use Quicken's Reconcile feature, it will deal only with the 
> transactions in the account where the reconcile is initiated, and upon 
> completion (when you have determined that the eligible transactions 
> should be marked Reconciled), Quicken will mark all the eligible 
> transactions with an "R" for you.

Sounds easier than my F&R method. Thanks.