Add option to automatically enter transactions/bill reminders into Quicken Mac (74 Legacy Votes)

smayer97

Add the option to allow Bill Reminders (scheduled transactions) to automatically be entered into an account register., with the option to specify how far in advance to do so, like  in QM2007 and QWin.

(If you find this feature 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.)
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thecreator

Hi @ Developers and Programmers ,

Many Quicken Users are running away from Windows to Mac Computers, but not running away from Quicken, itself. Simply program Quicken for MAC Programs to behave in the same fashion that Quicken for Windows behaves, with the same options that Windows has.

Like Bill Pay through the Online Center.
Two-line Checking Account Display.
Mac Computers should not be a 2nd Class Computer, therefore, Quicken For Mac, should have all the options that Quicken for Windows has.

But make sure that there are options to turn on or turn off. Users don't like the same Behavior for all.

Snoopy FC

It would be very nice to have this functionality added back in.  Thanks for listing it smayer97.

J_Mike

smayer97

QMac already has this capability - from the get-go.

Display of scheduled transactions is account specific and is set in the Settings > Scheduled Transactions: dialog for each account.

smayer97

JM said:

smayer97

QMac already has this capability - from the get-go.

Display of scheduled transactions is account specific and is set in the Settings > Scheduled Transactions: dialog for each account.

The existing feature is a display only....it does not apply the payment automatically. There are many cases where the payment is pre-authorized and a user does not need to accept it as paid.
(Of course, there are cases to only want/need to display the scheduled transaction and not apply it automatically, as is possible now.)

This feature to automatically apply the scheduled transaction is part of every other version of Quicken, including QM2007. Just want it in current Quicken for Mac too.

smayer97

JM said:

smayer97

QMac already has this capability - from the get-go.

Display of scheduled transactions is account specific and is set in the Settings > Scheduled Transactions: dialog for each account.

Just to add to this conversation some context, personally, I have over 150 scheduled transactions. Many of these are pre-authorized or repeating amounts. Although it is only a few clicks to mark as paid for EACH transaction, do this enough times and it starts to add to the workload. 

Quicken already has this logic in other versions. Just looking for the same.
 

smayer97

I also recommend you add your vote to a related IDEA, to have an option to skip and edit a bill reminders/scheduled transactions, here: https://getsatisfaction.com/quickencommunity/topics/we-need-a-way-to-skip-and-edit-a-single-transact...

Be sure to go there, 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.)

Judit Juhasz

I would definitely like to have an auto enter option in scheduled transactions. I would be major time saver for me since I have several transactions each month what could be just automatically entered, and done with it.  
Also, a control option on the "auto fill"  transactions.  I loved the feature in the old Quicken (2003), where I could control the auto fill list. If I turned it on, it automatically added the transaction to this list, and when I turned it off, it will no longer add to the list or change it. This feature was helpful, because when I make a purchase at a specific store,  multiple categories like, groceries, cosmetics, clothing), the next time I enter the purchase for the same store, with the auto fill, all these categories would not show up again . Now in iBank, the auto fill will bring up the last used category(s) I used. It is very annoying, because I have to clear all that out and enter the new/current category for that purchase. I don't know how to explain it better. 
Thank you.Judit Juhasz

P.S. I downloaded the new Quicken 2007 for Mac last night, not even sure how the "auto fill" works. It may not even have auto fill. ????

smayer97

Judit Juhasz said:

I would definitely like to have an auto enter option in scheduled transactions. I would be major time saver for me since I have several transactions each month what could be just automatically entered, and done with it.  
Also, a control option on the "auto fill"  transactions.  I loved the feature in the old Quicken (2003), where I could control the auto fill list. If I turned it on, it automatically added the transaction to this list, and when I turned it off, it will no longer add to the list or change it. This feature was helpful, because when I make a purchase at a specific store,  multiple categories like, groceries, cosmetics, clothing), the next time I enter the purchase for the same store, with the auto fill, all these categories would not show up again . Now in iBank, the auto fill will bring up the last used category(s) I used. It is very annoying, because I have to clear all that out and enter the new/current category for that purchase. I don't know how to explain it better. 
Thank you.Judit Juhasz

P.S. I downloaded the new Quicken 2007 for Mac last night, not even sure how the "auto fill" works. It may not even have auto fill. ????

Did you mean 2007 or 2017?
This is a little off topic but the auto fill is always on in QM2017. All payees are saved, with the latest categorization, memos, amounts, used. There is no way to turn it off. Instead, you can hide the ones you no longer want to see show up in lists. What is missing is the ability to LOCK a payee and categorization. You can now VOTE for that feature, there: https://getsatisfaction.com/quickencommunity/topics/add-ability-to-lock-a-payee-and-categorization-i...

Be sure to click on the link above to go there, then click VOTE at the top of THAT page 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! So click on VOTE at the top of this page for this feature, then click on the link for the page for the LOCK feature and add your vote there.

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

 

mshiggins

Judit Juhasz said:

I would definitely like to have an auto enter option in scheduled transactions. I would be major time saver for me since I have several transactions each month what could be just automatically entered, and done with it.  
Also, a control option on the "auto fill"  transactions.  I loved the feature in the old Quicken (2003), where I could control the auto fill list. If I turned it on, it automatically added the transaction to this list, and when I turned it off, it will no longer add to the list or change it. This feature was helpful, because when I make a purchase at a specific store,  multiple categories like, groceries, cosmetics, clothing), the next time I enter the purchase for the same store, with the auto fill, all these categories would not show up again . Now in iBank, the auto fill will bring up the last used category(s) I used. It is very annoying, because I have to clear all that out and enter the new/current category for that purchase. I don't know how to explain it better. 
Thank you.Judit Juhasz

P.S. I downloaded the new Quicken 2007 for Mac last night, not even sure how the "auto fill" works. It may not even have auto fill. ????

Agreed. Mac users should have the joy of runaway reminders just like the Win folks do.

smayer97

Judit Juhasz said:

I would definitely like to have an auto enter option in scheduled transactions. I would be major time saver for me since I have several transactions each month what could be just automatically entered, and done with it.  
Also, a control option on the "auto fill"  transactions.  I loved the feature in the old Quicken (2003), where I could control the auto fill list. If I turned it on, it automatically added the transaction to this list, and when I turned it off, it will no longer add to the list or change it. This feature was helpful, because when I make a purchase at a specific store,  multiple categories like, groceries, cosmetics, clothing), the next time I enter the purchase for the same store, with the auto fill, all these categories would not show up again . Now in iBank, the auto fill will bring up the last used category(s) I used. It is very annoying, because I have to clear all that out and enter the new/current category for that purchase. I don't know how to explain it better. 
Thank you.Judit Juhasz

P.S. I downloaded the new Quicken 2007 for Mac last night, not even sure how the "auto fill" works. It may not even have auto fill. ????

cute...thankfully, mine are nicely corralled in QM2007 with no issues. Just need a good set of horse riders is all.

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 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.)

Unknown

JM said:

smayer97

QMac already has this capability - from the get-go.

Display of scheduled transactions is account specific and is set in the Settings > Scheduled Transactions: dialog for each account.

It's not the Work, it's remembering to do it.  The beauty of Automation is once it is set up, you don't have to think about it again.

smayer97

You may also want to add your VOTE for other features related to Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)

First, click on the underlined link, then be sure to scroll down the page, as it contains a list 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 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
  
  
• Restore Transactions Downloading Acceptance and Matching workflow 
• List of Requests for Reconciliation Process
• 
  Add QuickMath functionality
  
  
• 
  Loan Amortization
  
  
• List of Requests Related to Investments
• True multi-currency conversion support
• 
  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.)

Unknown

thecreator - QKN 2017 & 2019 Windows said:

Hi @ Developers and Programmers ,

Many Quicken Users are running away from Windows to Mac Computers, but not running away from Quicken, itself. Simply program Quicken for MAC Programs to behave in the same fashion that Quicken for Windows behaves, with the same options that Windows has.

Like Bill Pay through the Online Center.
Two-line Checking Account Display.
Mac Computers should not be a 2nd Class Computer, therefore, Quicken For Mac, should have all the options that Quicken for Windows has.

But make sure that there are options to turn on or turn off. Users don't like the same Behavior for all.

I'm a long time Quicken Win user (since 1997) and have just started using QM17. What a disappointment. Having to manually mark scheduled transactions as paid is a pain. Not everyone is able to download from the bank - I live in UK so it has to be manual. My 2001 Q Win has more functionality than Q Mac which is embarrassing.

smayer97

thecreator - QKN 2017 & 2019 Windows said:

Hi @ Developers and Programmers ,

Many Quicken Users are running away from Windows to Mac Computers, but not running away from Quicken, itself. Simply program Quicken for MAC Programs to behave in the same fashion that Quicken for Windows behaves, with the same options that Windows has.

Like Bill Pay through the Online Center.
Two-line Checking Account Display.
Mac Computers should not be a 2nd Class Computer, therefore, Quicken For Mac, should have all the options that Quicken for Windows has.

But make sure that there are options to turn on or turn off. Users don't like the same Behavior for all.

Nor does everyone want to download from FIs/Banks either, even within the US. 

Quicken Marcus

It's a little hidden but we added this feature in 2018 with the new Bills & Income feature.
1) Go to Bills & Income and stay on the Bills view.
2) Click the 3 dots on the scheduled transaction that you want to change.
3) Select Edit Schedule.
4) In this dialog, there is now a checkbox for Automatically "mark as paid".

Please be careful with any Bill Pay scheduled transactions because we will have to move the date and pay your bill if it happens to fall on a weekend.

smayer97

I believe the status of this should be IMPLEMENTED since this was implemented in v5.1-Oct, 2, 2017.