Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Add ability to LOCK a payee and categorization in Quicken For Mac (189 Legacy Votes)

...like QM2007 and QWin,
This way, a user can preserve categorization and splits, memo, amount, etc. for future use.
(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.)
This way, a user can preserve categorization and splits, memo, amount, etc. for future use.
(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.)
Have Questions? Check out these FAQs:
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)
- 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
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

26
This discussion has been closed.
Comments
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
- 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
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
- 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
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.)
- 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
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 and Related Features
- Restore Transactions Downloading Acceptance and Matching workflow
- Option to Have Debits and Credits Tallied Separately for Reconciliation Process
- Add ability to track/store Prior Reconciled Statements/periods
- Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
- Add QuickMath functionality
- True multi-currency conversion support
- many requests for configuration options
Be sure to scroll down the 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.)
- 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
- List of Requests for Reconciliation Process
- List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)
- Loan Amortization
- List of Requests Related to Investments
- List of Requests Related to Budgets
- List of Requests for Data Entry and Usability Options and Features
- List of Requests for User Interface Options and Features
and many others.Click on each link above, then be sure to scroll down each page, as some contain lists of related features. Then VOTE on EACH IDEA separately that you are interested in.
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.)
- 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 noticed what I consider a bug here. I entered a transaction, and the last occurrence was a return (credit) and I wanted to enter a purchase (debit). Because there is no separate Credit and Debit columns, even though I had changed my category to an Expense, the amount still entered as a positive number. I had to physically enter a negative sign to get it to enter properly. If there was a list of memorized transactions to choose from, then this could be avoided. I would just have chosen a Debit transaction from the list.
My workaround for your first point is to create payees with slightly different names. In your gas station example, you might create two payees with the gas station name each appended with your and your husband's initials.
Another workaround is to use a scheduled transaction. I have a merchant for which I occasionally have a complex split transaction that is the same each time. But most of the time I don't need the split for this merchant. So I created a scheduled transaction with the split detail, dated way out in the future and always have that handy at the top of the register when occasionally needed.
Having multiple memorized transactions for a payee would be a great improvement, but these workarounds might help in the mean time.
To your second point, you can turn on separate debit/credit columns in each register. In a checking account they are called "deposit" and "payment". In a credit card account, they are called "payment" and "charge". This would alleviate having to enter the +/- sign. Myself, I find it easier to just enter the sign rather than take up more space with two columns. (To enable/disable columns, go to menu View > Columns.)
I like your scenarios for memorized transactions. I have encountered the same where I want to be able to pull in different splits or lack of them for the same payee. The situations where lack of memorization becomes truly irksome are things with like mortgage payments between principle, interest, and tax escrow) and paychecks. My wife's paycheck changes by 1 penny in one category every few weeks and having 2 memorized splits of the 8-10 categories would make life a lot easier. I continue to use my old Windows version even on my new Mac for that reason alone.
In your paycheck example, you could use a version of my workaround above to help with this. You could create a memorized scheduled transaction for each version of the paycheck, both with the same payee name. You could put an indicator in the top level memo field to differentiate. At pay time, you would double click one and choose "Mark as Paid" and double click the other and choose "Skip this Instance".
Yes, I recognize this has faults... a little more work having to deal with both scheduled transactions, and also artificially inflating the projected balance on the account. If these are not show stoppers for you, this workaround might work for you while we patiently wait for Quicken to implement the multiple memorized transactions idea.
Yes, a possible solution but not one I would pursue personally. As it stands, I crank up a Parallels Windows instance and then Quicken for Windows. All the functionality I need is then available. That will work until the Mac version catches up.
I will hold out for getting Memorized Transactions like I used to have in Windows.
If you are interested in some historical background on how we got here, see the following compilation: https://getsatisfaction.com/quickencommunity/topics/quicken-mac-faq-why-is-the-current-version-of-qu...
(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
I looks like you have a work around for this. Could you please explain more about how the scheduled transaction works as a "lock"?
Do the amounts and/or Payees and/or Categories and/or Tags need to be identical to make it work? (I've tried manual and scheduled future transactions and can't seem to make this work.)
How do you replace the downloaded transaction with the scheduled "locked" transaction without deleting the original transaction?
If you could help me out here, I'd really appreciate it!!!
Thanks!
If discover a work around in the meantime, please let us know!
Thanks!
This might just do it. It also works for manual transactions, but the scheduled ones - that's a quick fix!
Thanks!
Now to create all the scheduled transactions... :-/
I am happy to report that the ability to lock a payee with a set categorization has been introduced in the 5.16 release of Quicken for Mac.
To access this feature, navigate to Window > Payees & Rules then choose "QuickFill Rules."
Please choose a Payee to edit and you will have the option to save the category as a split as well as locking the rule.
Thank you all for taking the time to add your vote and thank you for your patience!
-Quicken Tyka