Attach statements at account level (9 Legacy Votes)

Quicken Community

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Please only vote for the Ability to Upload/attach Bank Statements and Notices to an account register at the top here.

The other 3 IDEAs have been split off for easier voting here:

• Restore Transactions Downloading Acceptance and Matching workflow
• Download and attach cleared checks
• Add BillPay as Tab or in Sidebar to Access Features

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Bringing essential Quicken for Windows features to Quicken for Mac - 

I have been initially using MS Money until it went away. When I switched to Quicken for Windows, each version was getting better and better. however, Mac version looks like a VERY simplified version of the Windows edition. Please integrate the ability to review the dowloaded transactions before accepting the or matching them with transactions already entered manually.

Also, it would be nice to be able able to upload bank statements and notices to a particular account. Is there a possibility to also download images of cleared checks instead of having to save them manually attach them to each check transaction? 

Finally, the online bill pay feature for the banks that offer them takes way too many clicks. Quicken Windows Edition bill pay feature is much easier and more intuitive. Adding a tab or section on the left side called BillPay would be easier to find, navigated schedule a payment. You'd simply click on BillPay, select the account you want pay from, selective payee previously set up with your bank's online bill pay, and schedule the payment.

Unknown

I agree completely with your comment on how the Mac version is a very simple version of the Windows edition. Are there any plans to upgrade the Mac functions.

I have used Quicken for many years and am now frustrated by the missing functions in the Mac version. Tracking the ACB being just one example. In addition my Windows version would keep track of currency costs when investing in US and Canadian markets. 

jacobs

Charles, there are LOTS of us Mac users who are frustrated that the current Mac product lacks important functionality compared to the Windows or the legacy Mac products. The Mac version represents the work-in-progress of re-writing from scratch the 30+ years of development in the Windows version. The Mac development team for many years was quite small, which slowed the pace of development. Quicken CEO Eric Dunn has said that since Quicken separated from Intuit earlier this year, they are committed to doubling the size of the Mac development team within a year in order to speed up development. He also said it would probably take them another year to close the feature and functionality gap. So, yes, there definitely are plans to upgrade the Mac product -- but the progress may be slower than many of us would wish for.

smayer97

QM2017 that was released on Oct 12, 2016 now has complete Quicken Bill Pay functionality. 

As for your the ability to download cleared checks, though I doubt this could ever happen as there would need to be a standard for banks and Quicken to use, and there is not right now, you could add you vote for this feature here: https://getsatisfaction.com/quickencommunity/topics/automatic-download-of-copies-checks

You can also add your VOTE for the feature to Restore Transactions Downloading Acceptance and Matching workflow, here: https://getsatisfaction.com/quickencommunity/topics/restore-transactions-downloading-acceptance-and-...

First, click on each link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

 

smayer97

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
  
• 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.)

smayer97

If you find this feature to add ability to upload/attach bank statements and notices to an account register helpful, please be sure to click "VOTE" above to increase the count of this post and therefore its visibility to other users and to the developers.

If you do not click VOTE at the top of the page, your vote will NOT be counted! Your VOTE matters!


Click "Follow" at the top if you want to receive notifications of any updates to this thread.

smayer97

This IDEA has been added to the List of Requests for Downloading Data into Quicken.
You may want to click on the underlined link, then follow the instructions to add your vote to more related ideas.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Matthew Phelps

I had this same thought this morning as I was reconciling with my bank accounts. It would be great to upload a copy of the bank statement to save with the reconciliation on the account.

smayer97

I had this same thought this morning as I was reconciling with my bank accounts. It would be great to upload a copy of the bank statement to save with the reconciliation on the account.

In the meantime, as a work-around, simply attach your statement to one of the transactions, for example, the payment transfer transaction.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Matthew Phelps

I had this same thought this morning as I was reconciling with my bank accounts. It would be great to upload a copy of the bank statement to save with the reconciliation on the account.

That's what I do currently, usually the interest earned for bank accounts or payment transaction for credit cards.

NaperJeff

It would be nice to have the ability to add attachments on the account level as well as individual transactions. For example, Account Statements, property tax bills, account notices, etc. This has been an option in quicken for windows forever, why can't it be available on Mac?

jacobs

It's not that it can't be; it's just a matter of this feature request gathering enough steam versus the myriad other feature requests users want the developers to deliver. Voting can help ideas like this gain visibility.

Meanwhile, I think most people who put attachments in Quicken would deal with the types of things you've mentioned by putting them with either the relevant transaction (such as a property tax bill payment) or with a $0 transaction. For instance, create a transaction with Payee=Monthly Statement, Memo=July 2019, Amount=0, Category=Uncategorized and attach a bank statement or account notice to that dummy transaction. It will be in date order, of course; it will be easy to find all of them at once by searching for "Monthly Statement." (Better still, create a Category of "Statement" or "Document" and use that, so you can run a report or search for all transactions with that category quickly.) Might that work for you?

Some Quicken users prefer to create a folder hierarchy for their digital documents outside of Quicken, so they can access them in the future should their Quicken go south or they decide to stop using Quicken. (You can get the transactions out of a Quicken Mac data file, but not in any organized way.)

smayer97

While you are at it, you may want to add your VOTE to related IDEAS found on the 
List of Requests for Downloading Data into Quicken. Click on the underlined link, then follow the instructions to add your vote to more related ideas. 

Your VOTES matter!

kevinbcole

Please add the capability to store Bank/Credit Card Statements at the account level like you can in Quicken for Windows.

kevinbcole

As a former user of Quicken for Windows, I would like the ability to add statements at the account level in Quicken for Mac. Currently, the only attachment options in Mac is at the transaction level. This enhancement will allow monthly statements to be attached to accounts in Quicken for Mac.

jacobs

@kevinbcole A moderator has merged your feature request into this existing Idea thread for such a feature.

I have one suggestion as an alternative: consider storing your statements in folders of your own rather than attaching them inside Quicken. Why? If your Quicken data file is ever damaged, you might lose access to all your historical statements. If you should ever need to export and import your transaction data into a new file, attachments are lost in the process. There's no user interface in Quicken to be able to search through multiple attachments easily. And a lot of PDF attachments can, over time, bloat the size of your Quicken data file, increasing time to back up when you quit. 

Create a folder for statements, perhaps inside your Documents folder or your User folder. Create subfolders by year or by financial institution. Rename the downloaded statements in a way that's easy to identify and consistent so they'll be in order, such as "Amex 2020-12-24". I think this takes no more time to maintain than adding them to Quicken, makes them easy to retrieve, and they're not buried inside your Quicken data file where retrieving them can be problematic.

Just my 2¢… we all use Quicken differently, so I'm not saying this is the right way, just another way.

Forebob

I would like to see an attachment at account level. I will use the document method, but would prefer it within Quicken