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They are memorized, but each time you use a Payee, all the info is replaced with the last entry. There is no way to LOCK it so the categorization, splits, amounts, etc get preserved.NotACPA - QW HBRP 2019 said:Are there no "Memorized Transactions" in QM? Doesn't that accomplish the same thing?
AAAH, thanks for the info. In QWin, you can "lock" a memorized payee. Otherwise, they act as you report.NotACPA - QW HBRP 2019 said:Are there no "Memorized Transactions" in QM? Doesn't that accomplish the same thing?
:-)NotACPA - QW HBRP 2019 said:Are there no "Memorized Transactions" in QM? Doesn't that accomplish the same thing?
The workaround, until this gets implemented, is to create a scheduled transaction with the splits/categories desired and a date far out in the future. Then use that scheduled transaction whenever you need the "locked" format for that payee.NotACPA - QW HBRP 2019 said:Are there no "Memorized Transactions" in QM? Doesn't that accomplish the same thing?
The following are some additional organized highlights of the many feature requests you will find: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: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.
- 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
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.)
Sue,Sue said:Having a list of memorized transactions for a Payee come up like in Windows would be really helpful. For example, my husband and I both get gas at the same gas station. With the various memorized transactions, once I enter the Payee, I can choose whether it's gas for my car or his. Another example would be a store purchase. Sometimes I return merchandise, so if I enter the payee, I can then choose whether it's a purchase or a return.
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.
Sue, to RickO's comment on the debit/credit columns, using the View menu let me make a number of changes to the view to show exactly what I wanted to better enter and track entries. You do need to set it per account, but that can sometimes be a good thing. Really helpful control.Sue said:Having a list of memorized transactions for a Payee come up like in Windows would be really helpful. For example, my husband and I both get gas at the same gas station. With the various memorized transactions, once I enter the Payee, I can choose whether it's gas for my car or his. Another example would be a store purchase. Sometimes I return merchandise, so if I enter the payee, I can then choose whether it's a purchase or a return.
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.
Chip,Sue said:Having a list of memorized transactions for a Payee come up like in Windows would be really helpful. For example, my husband and I both get gas at the same gas station. With the various memorized transactions, once I enter the Payee, I can choose whether it's gas for my car or his. Another example would be a store purchase. Sometimes I return merchandise, so if I enter the payee, I can then choose whether it's a purchase or a return.
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.
Rick,Sue said:Having a list of memorized transactions for a Payee come up like in Windows would be really helpful. For example, my husband and I both get gas at the same gas station. With the various memorized transactions, once I enter the Payee, I can choose whether it's gas for my car or his. Another example would be a store purchase. Sometimes I return merchandise, so if I enter the payee, I can then choose whether it's a purchase or a return.
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.
Thank you, RickO and ChipD, for your input on the Debit/Credit columns. I had customized my columns, but just hadn't seen those, and am still getting used to the Mac interface. Thankfully, I just got a new 27" iMac, so I have lots of screen real estate to add columns, although, I am eagerly awaiting the addition of the 2-line registers like the Windows version. ;-)Sue said:Having a list of memorized transactions for a Payee come up like in Windows would be really helpful. For example, my husband and I both get gas at the same gas station. With the various memorized transactions, once I enter the Payee, I can choose whether it's gas for my car or his. Another example would be a store purchase. Sometimes I return merchandise, so if I enter the payee, I can then choose whether it's a purchase or a return.
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.
I recently migrated from QM2007 to QM2017. I am hating the new version, but I feel stuck with it because my old data file was becoming unstable. The inability to lock transactions is one of my (several) biggest beefs so far. All the previous versions of QM had it, and it worked perfectly. Why doesn't the "new, improved" 2017 program have this (and many other) essential features that have been in QM since the beginning? I have been a QM user for about 20 years. The scheduled transaction workaround suggested above is a good idea, but it certainly does make up for this obvious missing featureNotACPA - QW HBRP 2019 said:Are there no "Memorized Transactions" in QM? Doesn't that accomplish the same thing?
Understand that Quicken 2017 is a relatively new product built from the ground up (starting in 2010) and is NOT a continuation from QM2007 but rather from Quicken Essentials, so there are some features that are still not there or are not as fully developed yet.NotACPA - QW HBRP 2019 said:Are there no "Memorized Transactions" in QM? Doesn't that accomplish the same thing?
RickO,NotACPA - QW HBRP 2019 said:Are there no "Memorized Transactions" in QM? Doesn't that accomplish the same thing?
Thanks Smayer97!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.)
Drag the downloaded transaction and drop it on top of the scheduled transaction. This will create a paid instance of the scheduled transaction and generate the next occurrence of the schedule.NotACPA - QW HBRP 2019 said:Are there no "Memorized Transactions" in QM? Doesn't that accomplish the same thing?
Very Cool!NotACPA - QW HBRP 2019 said:Are there no "Memorized Transactions" in QM? Doesn't that accomplish the same thing?