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Download Flags for New Transactions (updated to include all versions of QMac) (98 Legacy Votes)

One thing I really miss from the Windows version is the red flags that would appear next to the account names that indicated new transactions were downloaded during a one-step update. I realize we have the pop-up window, but the type font is small and difficult to see. If you can't do the red flag, then perhaps the text in the popup window could appear in bold for accounts that downloaded new transactions. Hope this is a helpful suggestion.
5
Comments
What version of Quicken for Mac (2015, 2016, etc.) are you are using.
Thanks,
Dave
Chris
Run One Step Update, look at the account bar. Accounts that have transactions to be accepted have a red flag (blue dot if using automatic entry and there are transactions to be reviewed).
Click on account name with a flag/blue dot, accept/review transactions.
Repeat for each account.
Even though the Windows version also has the All Transactions "register" I doubt most Windows users even realize it is there. Most are just use to going to the register in question.
Also there a difference depending on if they are using automatic transaction entry or not. If they are using automatic transaction entry they can go to the All Transactions "register" and review them from there (blue dots on new transactions).
But if they are not using automatic transaction entry then the only way to accept the transactions into the register is with the Downloaded Transactions tab that appears at the bottom of each register. The All Transactions register doesn't have this.
Also I might add that in the Windows "All Transactions" register you can't see invest accounts, so going there is dead stop for those kinds of transactions.
Is that possible in Quicken Mac?
My review process is to open the individual account register and do the review process there. Part of the review process is to check for proper matching and to quickly review account balances - both current and projected.
The problem that I have with the All Accounts view is the pain in switching views and then setting the register filter to display the new downloads. Then one has to repeatedly come back to refresh ones memory on accounts to review. I have found this to be too much trouble and simply do not use it.
For QMac, I have developed the habit of scanning the Account Status pop-up following download and mentally note accounts with new downloads - then try to remember to check them all. Trying to remember is the weakness of this method for me.
For QWin, the flag eliminates the need to remember - except for remembering what the flag is for :<)
Quicken user since 1991
Much cleaner, good ongoing reminder of where and WHAT still needs attention. Better control of outstanding work...can start and stop at any point without losing any info.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
https://getsatisfaction.com/quickencommunity/topics/add-indicator-to-identify-accounts-with-download...
Be sure to go there and click VOTE at the top to increase the count and therefore its visibility to the developers.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
Case in point, I am presently about 9-10 behind on reconciling many of my accounts. What I do is download all the data, so I do not lose it (many of my FI/banks only provide download data going back 3 months). Then I work through that data at my leisure.
Using the All Accounts view is unwieldy as there would be far too much data with multiple downloads not yet processed for the same account. I need to work on one account at a time with lots of download data, verify and adjust the matching, categorization, totals, etc. I can take either of 2 paths: plough through many months in one account OR I may flip back and forth with other accounts in the same month. And I have dozens of account to work with at the same time.
And just like JM, I do all the review of downloads as one complete process. In QM2007, the two were linked so you can work in the downloads list and see the matching at the same time and be part of the reconciliation process all at the same time.
This is one main reason I (and others) raise the requests to Restore Transactions Downloading Acceptance and Matching workflow and the Option to Have Debits and Credits Tallied Separately for Reconciliation Process, to achieve this. (see also my notes 2 post up).
So the first step is to be able to easily identify which accounts have downloaded transactions that still need attention/review. And to be able to isolate that account and work within it to review matching, categorization, and perform reconciliation, all the while knowing which transactions are the downloaded ones that need processing.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
In QM2007, the flag remains until all transactions in that register that were downloaded are processed. Downloaded transactions are kept separate too until each is matched, accepted or deleted. (see IDEA posted here: https://getsatisfaction.com/quickencommunity/topics/restore-transactions-downloading-acceptance-and-...)
Much cleaner, good ongoing reminder of where and WHAT still needs attention. Better control of outstanding work...can start and stop at any point without losing any info, and indicator does not disappear unless there are no more transactions.
(If you find this feature helpful, please be sure to click "VOTE" at the top to increase the count and therefore its visibility by the developers, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
If you do not click VOTE at the top of the page, your vote will NOT be counted!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
This reply was created from a merged topic originally titled Flag accounts with new transactions.Please add the feature that flags any account to which new or matched transactions are downloaded during online sync. Having to read through the sync report to determine which accounts have new transactions associated with them is just plain silly. Windows versions of Quicken have done this forever. This comment falls in line with a number of my other comments here that have to do with user interface issues having a tendency to be unfriendly or helpful compared to the Windows products. Please add this flag feature as quickly as possible.
Thank you!
Note: This conversation was created from a reply on: Add Indicator to identify accounts with downloaded transactions that need attenti....
You may want to review and VOTE for other feature requests related to the Transactions Downloading Acceptance and Matching workflow, here: https://getsatisfaction.com/quickencommunity/topics/restore-transactions-downloading-acceptance-and-...
Start at the top for the first one, then scroll down the reply list for additional related feature requests. Be sure to go to each link separately, then click VOTE at the top to increase the count and therefore its visibility to the developers.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Note: This conversation was created from a reply on: Add Indicator to identify accounts with downloaded transactions that need attenti....
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
I also highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.
To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...
The following are some of the many feature requests you will find:
- List of Requests for Report Types
- List of Requests for Report Related Features
- Restore Transactions Downloading Acceptance and Matching workflow
- Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
- List of Requests for Reconciliation Process
- Add QuickMath functionality
- True multi-currency conversion support
- Loan Amortization
- Budget features
- many requests for configuration options
and many others.Be sure to scroll down each page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.
If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
Note: This conversation was created from a reply on: Add Indicator to identify accounts with downloaded transactions that need attenti....
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
There should be some indication that a new transaction has been downloaded in the Accounts Column. It should be unnecessary to go though all accounts individually.
I did not state it earlier but I have 26 accounts I download data for, many of there accounts are very active (I have a few more that I do manually because the volume of transactions is too low to both setting it up for download.
So this feature is VERY useful.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
I would hold off posting details until more concrete info is available on this (or any other) feature.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian
This feature has been evolving in a very positive direction. Now that the user has complete control over the download status of each transaction, the "summary" indicator (blue dot) on the account list could be a more valuable tool. After an update session, a blue dot appears indicating that one or more transactions have been downloaded. However, once you select a different account, the blue dot disappears even if you don't change the reviewed status of any of those transactions. A more useful and expected behavior would be for the account list blue dot to remain until all of the transactions in the register have been cleared. An even more useful tool would be for the "blue dot" to act more like an iOS notification badge where it displays the count of transactions that have not yet been cleared.