Add Option to Get Confirmation When Changing Any Transaction in Quicken Mac (49 Legacy Votes)

smayer97

Currently it is too easy to make changes in Quicken for Mac. Although not a bad thing in general, it is too easy to alter transactions without realizing it until it is too late. 

Please add an option to turn on getting a confirmation dialogue that the change is desired. This should also handle DELETE. It should equally handle changes to a single transaction as well as mass changes.

This could be split into 2 preference options. One to handle Reconciled transactions only, and one to handle the rest.

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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 on this forum 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
  
• True multi-currency conversion support
  
• many requests for configuration options

and many others.

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.)

Giuseppe Masselli

Excellent idea, I hope Quicken makes it a reality.  I voted!!

smayer97

The following are some additional organized highlights of the many feature requests you will find:

• 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)
  
• Add QuickMath functionality
  
• 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.)

Lise

This reply was created from a merged topic originally titled Too easy to delete a transaction..


Quicken verifies the deletion of a downloaded transaction but not of a transaction entered manually. It is much too easy to inadvertently delete a transaction! In case this is not a concern for all users, provide a setting to verify or not verify deletion of any transaction.

It is inconsistent to validate the deletion of only one kind of transaction.

(Inadvertently deleting one month's mortgage payment transaction, for example, would not be a small thing to have missing from the register.)

We are using Quicken 2016 version 3.5.5.  If this issue is addressed in Quicken 2017, I would appreciate knowing that!

Donna Greenwood

Quicken 2017 is terrible!!!!!! I have all of the issues mentioned above. completely unusable. I have to revert back to Quicken 2015..  I want a refund.

RickO

Quicken 2017 is terrible!!!!!! I have all of the issues mentioned above. completely unusable. I have to revert back to Quicken 2015..  I want a refund.

https://www.quicken.com/support/Terms-and-Conditions-For-Exchanging-Returning-or-Refunding-Quicken-P...

smayer97

A subset of the above IDEA can be found here:
Add Option to Confirm Delete when deleting a transaction.

You can also click on the above underlined link and add your vote for this feature too.

These IDEAs have been added to the List of Data Entry and Usability Options and Features. 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.)

smayer97

These IDEAs have been added to the List of Data Entry and Usability Options and Features.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.)

Jim

I voted for this but want to add one additional subset idea to this.

When a NEW transaction is created and data entered into it, but not actually entered (via ENTER key) before switching to a different account there is no warning that the typed data will be lost. I often find empty transactions in different bank accounts and could swear that I had already entered items that are missing-- so this is the likely cause. There should be a confirm dialog box that pops up about the potential of lost data that has yet to be properly entered before switching accounts or shutting down Quicken.