Home Quicken for Mac Product Ideas - Quicken for Mac Manage Accounts and Transactions (Mac)

Restore Transactions Downloading Acceptance and Matching workflow to Quicken Mac (316 Legacy Votes)

smayer97smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
Please restore the ability to control the matching and acceptance of downloaded transactions from FI/banks to Quicken for Mac, like in QM2007 or even QWin. 

Make it an option to either require manual acceptance or automatic recording into the register.

Currently, downloading automatically to the register does not allow the user to easily control and verify that matching has taken place correctly, that transactions are correct, etc. Automatically accepting them immediately affects the current balance of the register/account, which is sometimes not desirable until the transactions have been verified.

In developing this workflow, I suggest that there be the ability to sort the Downloading window by all fields, including, Transaction Date, Posted Date, Check #, Payee, Debit/Credit Amounts (just like the original in QM2007).

Please add this capability back to Quicken for Mac.

Be sure to click the little grey triangle under the VOTE count in the blue banner below, so your vote will count (it may take a moment for your vote to register).
(If it is black, your vote has been registered)

Your VOTE matters!

Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

Object 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 user since '92, STILL using QM2007)

41 votes

Under Consideration · Last Updated



Sign In or Register to comment.