Q2012 Reconcile Window Transactions Order


C

charliec

the transactions, it default to date order with the newest
transactions listed first. In my previous of Quicken, it would list
the oldest transactions first with the newest at the bottom, which is
what I prefer. How do I get 2012 Reconcile Window to default to
listing the oldest transactions first>

Thanks
charliec
 
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R

R. C. White

Hi, Charlie.

Is your Quicken 2012 up to date? In Quicken, click Help | About Quicken.
It should be at least Release R 5; some of us have received R 6, which
solves a specific problem that most of us don't have.

As I recall, we all had this upside-down sorting on SOME windows when Q2012
first arrived, but it was quickly fixed by an early Release.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
(e-mail address removed)
Microsoft Windows MVP (2002-2010)
(Using Quicken 2012 Deluxe R 5 and Windows Live Mail in Win7 x64)


wrote in message
the transactions, it default to date order with the newest
transactions listed first. In my previous of Quicken, it would list
the oldest transactions first with the newest at the bottom, which is
what I prefer. How do I get 2012 Reconcile Window to default to
listing the oldest transactions first>

Thanks
charliec
 
J

John Pollard

the transactions, it default to date order with the newest
transactions listed first. In my previous of Quicken, it would list
the oldest transactions first with the newest at the bottom, which is
what I prefer. How do I get 2012 Reconcile Window to default to
listing the oldest transactions first>
----------------------------------------------------------------

Q2012 reconcile has the ability to sort high-to-low or low-to-high. Click on
the heading of the column you want to sort on. Click again to reverse the
sequence.

[Q2012 RPM R6 U.S.]
 
C

charliec

Thanks for the reply.
Hi, Charlie.

Is your Quicken 2012 up to date? In Quicken, click Help | About Quicken.
It should be at least Release R 5; some of us have received R 6, which
solves a specific problem that most of us don't have.

As I recall, we all had this upside-down sorting on SOME windows when Q2012
first arrived, but it was quickly fixed by an early Release.

RC
I have version 5 of 2012 installed. The account registers are sorted
properly (Date/Order Entered) with the oldest listed first and the
newest listed last as it should. But when I go to "Reconcile" a
register, the "Reoncile" window list the newest transactions first and
the oldest at the bottom. How do I change the "Reconcile" window to
list the oldest first and the newest last?

charliec
 
C

charliec

the transactions, it default to date order with the newest
transactions listed first. In my previous of Quicken, it would list
the oldest transactions first with the newest at the bottom, which is
what I prefer. How do I get 2012 Reconcile Window to default to
listing the oldest transactions first>
----------------------------------------------------------------

Q2012 reconcile has the ability to sort high-to-low or low-to-high. Click on
the heading of the column you want to sort on. Click again to reverse the
sequence.

[Q2012 RPM R6 U.S.]
That's what I do when I enter the reconcile windows (click date to
reverse the order to oldest first), but how do I get that window to
default to that order as it did in Q2007?

charliec
 
J

John Pollard

That's what I do when I enter the reconcile windows (click date to
reverse the order to oldest first),

but how do I get that window to default to that order as it did in Q2007?
---------------------------------------------------------

I know of no way you can change that.

Those older version didn't "default" to that sort order: that was the only
order possible.

None of the 3 sort sequences could be reversed in previous versions. Q2012
is the first to allow the option of changing from oldest first to newest
first.

[FWIW: My Q2012 RPM R6 always comes up with the transactions in the
reconcile window showing oldest first. Personally, I'm fine with it either
way.]
 
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C

charliec

That's what I do when I enter the reconcile windows (click date to
reverse the order to oldest first),

but how do I get that window to default to that order as it did in Q2007?
---------------------------------------------------------

I know of no way you can change that.

Those older version didn't "default" to that sort order: that was the only
order possible.

None of the 3 sort sequences could be reversed in previous versions. Q2012
is the first to allow the option of changing from oldest first to newest
first.

[FWIW: My Q2012 RPM R6 always comes up with the transactions in the
reconcile window showing oldest first. Personally, I'm fine with it either
way.]
When is R6 coming out?
 
B

bartt.shelton

Ok, I upgraded to R6, started Quicken 2012, went to checking account
reconcile, and the transactions in reconcile are still list newest to
oldest, in reverse order of the account register? So, R6 did not
resolve the issue.

Any other thoughts?
I'm on Q'11, so I can't verify myself.

Are there any settings in Preferences? I know in the Investment section for Q'11, you can specify whether you want the sort order in Investment registers to be Oldest First or Newest First.
 
M

Margaret

Ok, I upgraded to R6, started Quicken 2012, went to checking account
reconcile, and the transactions in reconcile are still list newest to
oldest, in reverse order of the account register? So, R6 did not
resolve the issue.

Any other thoughts?
As John said the other day in another thread re 2012 budgeting, R6 was
released specifically to address bugs in the budget feature that were
introduced by R5. R7 is due out "real soon now."

Margaret
 
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J

John Pollard

How do I get 2012 Reconcile Window to default to listing
the oldest transactions first?
------------------------------------------------

Ok, I think I stumbled on an answer for this.

Locate your Quicken.ini file.

In XP, I would look in:

Documents and Settings\All Users\Application Data\Intuit/Quicken\Config

In Win 7, I would look in:

Program Data\Intuit\Quicken\Config

Make a copy of Quicken.ini (as a backup)

Open Quicken.ini with Notepad. Locate the reconcile section, which should
look like this:

[Reconcile]
Instruct=1
Sorting=1

If your "Sorting=" option doesn't have a value of "1", change it to "1".

If the "Sorting=" option isn't present, add it ... with a value of "1".
 
C

charliec

How do I get 2012 Reconcile Window to default to listing
the oldest transactions first?
------------------------------------------------

Ok, I think I stumbled on an answer for this.

Locate your Quicken.ini file.

In XP, I would look in:

Documents and Settings\All Users\Application Data\Intuit/Quicken\Config

In Win 7, I would look in:

Program Data\Intuit\Quicken\Config

Make a copy of Quicken.ini (as a backup)

Open Quicken.ini with Notepad. Locate the reconcile section, which should
look like this:

[Reconcile]
Instruct=1
Sorting=1

If your "Sorting=" option doesn't have a value of "1", change it to "1".

If the "Sorting=" option isn't present, add it ... with a value of "1".
I found an answer on the Quicken Live Community on the Internet and
the solution was to remove "Sorting" from the .ini file. I did that
and the sequence is now oldest to newest.

Let's see for awhile how that goes.

Thanks
charliec
 
A

Andrew

John said:
R7 is due out "real soon now."
John and/or Margaret or others:

I am confused.

I have Q 2012 D. Their website at
http://quicken.intuit.com/support/help/quicken-2012-release-notes/GEN83403.html
indicates R5 is the current version. What is this talk about R6 already
being available for several weeks?

Also, page
http://quicken.intuit.com/support/help/patching/quicken-2012-manual-updates/GEN83594.html
says: "Check to see if you already have the latest update. Choose About
Quicken from Quicken's Help menu, located near the top of the Quicken
screen. If you see Release R5 (21.1.5.33) below the Quicken logo, your
program is already up to date."

I must be missing something!
 
J

John Pollard

I found an answer on the Quicken Live Community on the Internet and
the solution was to remove "Sorting" from the .ini file. I did that
and the sequence is now oldest to newest.

----------------------------------------------

Obviously whatever works is fine.

Just for the record; my Quicken.ini file has Sorting=1; and it sorts dates
old-to-new.

You didn't say what your Quicken.ini file contained before you removed the
"Sorting" option.
 
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C

charliec

I found an answer on the Quicken Live Community on the Internet and
the solution was to remove "Sorting" from the .ini file. I did that
and the sequence is now oldest to newest.

----------------------------------------------

Obviously whatever works is fine.

Just for the record; my Quicken.ini file has Sorting=1; and it sorts dates
old-to-new.

You didn't say what your Quicken.ini file contained before you removed the
"Sorting" option.
My Quicken.ini file contained "Sorting=-1", I removed that and the
sorted dates were old-to-new. After your note, I put "Sorting=1" in
the ini file, opened Quicken, went to Reconcile for the Checking
Account and the sort dates are still old-to-new. So, I will leave
"Sorting=1" in the ini file.

Thanks
 
R

R. C. White

Hi, John - and Charlie.
In Win 7, I would look in:
Program Data\Intuit\Quicken\Config
Make a copy of Quicken.ini (as a backup)
As I've often reported, my Quicken file is non-standard, but in Win7, I have
two .ini files for Quicken, both very short:
C:\Users\RC\AppData\Roaming\Intuit\Quicken\Config\QUSER.INI
E:\QuickenW\QUICKEN.INI

Each file is <1 KB long (QUSER.ini is 14 lines, 6 of them = blank;
QUICKEN.INI is just 5 lines) and neither includes a [Reconcile] section at
all. My Reconciliations sort oldest to newest - unless I click on Date to
reverse them.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
(e-mail address removed)
Microsoft Windows MVP (2002-2010)
(Using Quicken 2012 Deluxe R 5 and Windows Live Mail in Win7 x64)


"John Pollard" wrote in message

How do I get 2012 Reconcile Window to default to listing
the oldest transactions first?
------------------------------------------------

Ok, I think I stumbled on an answer for this.

Locate your Quicken.ini file.

In XP, I would look in:

Documents and Settings\All Users\Application Data\Intuit/Quicken\Config

In Win 7, I would look in:

Program Data\Intuit\Quicken\Config

Make a copy of Quicken.ini (as a backup)

Open Quicken.ini with Notepad. Locate the reconcile section, which should
look like this:

[Reconcile]
Instruct=1
Sorting=1

If your "Sorting=" option doesn't have a value of "1", change it to "1".

If the "Sorting=" option isn't present, add it ... with a value of "1".
 
J

John Pollard

"R. C. White" wrote

As I've often reported, my Quicken file is non-standard, but in Win7, I have
two .ini files for Quicken, both very short:
C:\Users\RC\AppData\Roaming\Intuit\Quicken\Config\QUSER.INI
E:\QuickenW\QUICKEN.INI

Each file is <1 KB long (QUSER.ini is 14 lines, 6 of them = blank;
QUICKEN.INI is just 5 lines) and neither includes a [Reconcile] section at
all. My Reconciliations sort oldest to newest - unless I click on Date to
reverse them.
----------------------------------------------

Hi RC,

Your response caused me to double check my previous post, and I apologize
for leaving a folder out of the Win 7 path I specified. The path should have
been:

C:\ProgramData\Application Data\Intuit\Quicken\Config

That's where my 64 bit Win 7 Quicken.ini file for Q2010 is located. And it
has way more than 5 lines.

I have Q2012 installed on an XP machine, and its Quicken.ini path is the one
I specified for Win XP previously.

I believe the Quicken.ini file is non-Windows-user specific; so I wouldn't
expect to find it in a folder for my Windows user name. In my case, the
path on neither pc contains a specific Windows user name.

Since I don't have Q2012 installed on a Win 7 machine, I can't be sure; but
I suspect you've got another Quicken.ini file somewhere on your pc. There
are a lot of other options (including a couple of Quicken Preferences)
contained in that file.
 
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K

Ken Blake

Your response caused me to double check my previous post, and I apologize
for leaving a folder out of the Win 7 path I specified. The path should have
been:

C:\ProgramData\Application Data\Intuit\Quicken\Config

That's where my 64 bit Win 7 Quicken.ini file for Q2010 is located. And it
has way more than 5 lines.

I have Q2012 installed on an XP machine, and its Quicken.ini path is the one
I specified for Win XP previously.

I believe the Quicken.ini file is non-Windows-user specific; so I wouldn't
expect to find it in a folder for my Windows user name. In my case, the
path on neither pc contains a specific Windows user name.

Since I don't have Q2012 installed on a Win 7 machine, I can't be sure; but
I suspect you've got another Quicken.ini file somewhere on your pc. There
are a lot of other options (including a couple of Quicken Preferences)
contained in that file.


I have Quicken 2012 on my Windows 7 machine. I just did a search for
Quicken.ini and found only a single copy, in c:\Windows. It contains
five lines:

[Quicken]
Version=21,Quicken 2012
Platform=Win32
UsedOnlyForQuickPayroll=1
ExePath=C:\Program Files (x86)\Quicken\QW.EXE
 

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