Separate column for check number
Comments
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Ah, Microsoft Money. I loved that program till the day it "sunset" as they called it. That was the first Google move before Google took discontinuing products that tons of people use to a whole new level.
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When I enter a check that I've written which hasn't yet cleared, I follow the exact format that the bank downloaded transactions show as. However they very often still don't merge. I need to manually searched and merge them or it throws off my cash flow. If there was a dedicated check number field, I'd hope that transactions would more likely be matched properly, plus I could put the name of the actual Payee in the Payee field.
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Definitely would like to have a separate field for check numbers, and also the ability to easily hide it as 90% of the time I'm not looking for or dealing with checks. But, when you need it, it should be there!
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I just chatted with support about this exact same issue. I always make sure to enter checks with the same Payee format as they will have when they download from the bank, but often they do not merge even when the Amount and Payee match exactly. According to support, these transactions will only merge automatically if the transaction date (the date it was deposited) is within 4-5 days of the date of the pending transaction which I have entered manually. Since checks are often deposited more than 5 days after they are written, they will often need to be merged manually.
I hope that if Simplifi adds a feature for a check # column, it would provide a more reliable way for them to ensure that the transactions are the same and that they should be merged automatically.
Until then, I'm going to have to keep an eye on all the checks that aren't flagged as Reviewed (which is what I do once I look at and categorize a transaction) and merge any duplicates manually so that my cash flow remains accurate.
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Hey everyone, we have great news for you all! A check number column/field will soon be available in Quicken Simplifi. You'll see the field in the Transaction Detail view on both the Web and Mobile Apps, and the Web App will also have a column selection that can be added to the register. This feature will most likely be enabled for Early Access next week, so keep an eye out for an announcement. 🎉
It is my understanding that check numbers will not be provided through online banking aggregation, so this will be more of a manual entry field. But you can also use it to track other types of payments, like "ACH" or "Auto Pay". Also, this field will not be available for Investment Transactions yet, though our product team plans to add this down the road.
-Coach Natalie
-Coach Natalie
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nice, thanks. I've seen many ask for this or expect it.
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Rob Wilkens1 -
Wow, I didn’t expect that!
Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.3 -
Thanks for adding this, great news!
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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Showed up today in my "A memory for you" notifications.
I almost never write checks now. Honestly, part of the reason why was not having a way to track them in Simplifi. I still think it's a great addition, but not having it pushed me to make it something I didn't need anymore.
Is there a developer term for when you don't give a requested feature for long enough that people stop using/needing it?
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