Allow entry of ANY 3 of 4 security transaction data and calculations - (31 Legacy Votes)

Rob Jacobs

There are a few things I feel could be improved and would like to get these to developers for them to consider.  As an example:  in the investment register, if I want to add a stock purchase, I have to enter the total price, number of shares and commission, but the cost per share is grayed out.  Usually, when I buy a stock, I KNOW the number of shares, the price per share and the commission...but the way this is set up forces me to open a calculator to figure out the total price.  In Windows, it allows you to enter any 3 of the four boxes...what possible reason is there not to allow the same in the Mac version?  2nd ex:  why, in Windows version, when I do an update, I get a flag in each acct letting me know there is new info.  In Mac, I have to open EACH acct to see if there were any transactions.  Can this be that difficult to implement?  Or do the Mac folks simply not see the need?  Anyway, when I find stuff like this, how can I get it to people who might care enough to consider it as an improvement?

thecreator

Hi @ Rob Jacobs ,

Quicken Personnel monitors this Survey: https://www.research.net/r/QuickenFeedback?sm=9cOc3rwodcapt1xKTYk0cf7SRSYdM1uCbxXTU%2fpPxQo%3d

smayer97

Quicken also supposedly monitor the IDEA posts on this forum, so you can post your ideas here. I recommend that you post only 1 IDEA per post and make the tile meaningful. This way others can vote on it as well. The more votes, the more visibility it will get.

Meanwhile, you can VOTE for the feature to Flag Accounts with Transactions that Need Attention, here: https://getsatisfaction.com/quickencommunity/topics/download-flags

First, click on the 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
  
  
• Restore Transactions Downloading Acceptance and Matching workflow
• 
  List of Requests for Downloading Data into Quicken
  
  
• 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
• 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.)

splasher

smayer97 (QM2007, CDN user since '92) said:

Quicken also supposedly monitor the IDEA posts on this forum, so you can post your ideas here. I recommend that you post only 1 IDEA per post and make the tile meaningful. This way others can vote on it as well. The more votes, the more visibility it will get.

Meanwhile, you can VOTE for the feature to Flag Accounts with Transactions that Need Attention, here: https://getsatisfaction.com/quickencommunity/topics/download-flags

First, click on the 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.)

 

It is also my impression that "Problems" along with "Ideas" are monitored by the dev team.

cneal

One of the problems I, and others, had in QWin was fractional shares being created calcuating from price per share. A multiple lot purchase can have a price per share that requires more decimal places than Quicken uses to calculate. And since the fractional shares can be to small to display the problem isn't found until the stock is sold and the factional shares remain.

QMac solves this problem by using the total cost and calculating the price per share. Your broker will do the same. To do otherwise would create errors.

smayer97

This IDEA has been added to the:

• List of Requests for Data Entry and Usability Options and Features
• 
  List of Requests Related to Investments.
  

You may want to click on each underlined link, then follow the instructions on each page 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.)