List of Requests for Downloading Data into Quicken

smayer97

This post is to try to consolidate in one place all posts for IDEAS related to downloading FI/Bank transactions and Securities info.

This list does not include other Investment related features. Click on the underlined line for the List of Requests Related to Investments to vote on those. 

This is to simplify finding and voting for these requests, so as to improve visibility of these requests to the developers.

Instructions:
1. Click the little grey triangle under the VOTE count in the blue banner at the bottom of this post to VOTE to promote this list, to encourage other users to also vote on the items below...it may take a moment to register (if it is black, you have already voted). 
THIS DOES NOT COUNT AS A VOTE FOR ANY OF THE FEATURES BELOW!

You still have to go to their respective page and add your vote there for it to count!

2. Click the yellow star at the top of this thread if you want to receive notifications of any updates to this thread, like new IDEAS added.  

3. Now click on each link below you are interested in, then VOTE on EACH IDEA separately on the respective page that opens up, in the same way as mentioned above.

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!

NOTE: If you have your own related IDEA, DO NOT add it to the list below. Instead, create your own IDEA thread and it will eventually get added to/cross-referenced in this list. This is so others can add their vote to it. Otherwise, their votes cannot be recorded/counted for it.

When you are done here, I also highly recommend that you browse through the entire Product IDEAS list for QMac of this forum and VOTE for the request of each of the other missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.

To see an organized list of ideas (it is a large subset of the most popular but not the complete list, yet) click on this underlined link and follow the instructions:
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

or if you prefer this layout:
EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On

Now VOTE to your heart's content! Your VOTE matters!

smayer97

You can add your VOTE to Restore Transactions Downloading Acceptance and Matching workflow

First, click on the underlined 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.

smayer97

You can add your VOTE for an indicator for accounts with downloaded transactions that need attention.

First, click on the underlined 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.

smayer97

You can add your VOTE to Have Local Rules for Renaming Payees.

First, click on the underlined 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.

smayer97

You can add your VOTE for the ability to LOCK a payee and categorization.

First, click on the underlined 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.

smayer97

You can add your VOTE to warn when check # recorded in register does not match downloaded check.

First, click on the underlined 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.

smayer97

You can add your VOTE to prevent overriding local Payee and categorization when matching downloaded transactions.

First, click on the underlined 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.

smayer97

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

You can add your VOTE to prevent overriding local Payee and categorization when matching downloaded transactions.

First, click on the underlined 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.

Note: This issue may be isolated to sync with Quicken Mobile only.

smayer97

You can add your VOTE to perform downloads in the background.

First, click on the underlined 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.

smayer97

You can add your VOTE to Add the ability to automatically update at a specific times.

First, click on the underlined 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.

smayer97

You can add your VOTE for An easier way to turn downloading on/off of individual securities.

First, click on the underlined 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.

smayer97

You can add your VOTE for option to make newly downloaded payees hidden.

First, click on the underlined 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.

smayer97

Add your VOTE to Add Option to Stop Automatically Clearing the Not Reviewed flag (Blue Dot) after 2 weeks.

First, click on the underlined 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. Your VOTE matters! 

smayer97

Add your VOTE to Add Ability to Match One Downloaded Transaction to Multiple Transactions in Register.

First, click on the underlined 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. Your VOTE matters! 

smayer97

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

You can add your VOTE for the ability to LOCK a payee and categorization.

First, click on the underlined 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.

Add your VOTE for the Ability for Categorization tied to Payee to be account dependent.

First, click on the underlined 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.

(see the post cross-referenced under List of Requests for Data Entry and Usability Options and Features 
here: https://getsatisfaction.com/quickencommunity/topics/list-of-requests-for-data-entry-and-usability-co...)

smayer97

Add your VOTE to Add ability to upload/attach bank statements and notices to an account register.

First, click on the underlined 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. Your VOTE matters! 

smayer97

Add your VOTE to Add ability to store bank passwords outside of Mac KeyChain.

First, click on the underlined 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. Your VOTE matters! 

smayer97

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

You can add your VOTE to Have Local Rules for Renaming Payees.

First, click on the underlined 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.

Add your VOTE to Add Option to Turn Off Auto-Categorization of Downloaded Transactions.

First, click on the underlined 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.

smayer97

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

Add your VOTE to Add Option to Stop Automatically Clearing the Not Reviewed flag (Blue Dot) after 2 weeks.

First, click on the underlined 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. Your VOTE matters! 

(DONE)

smayer97

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

You can add your VOTE for an indicator for accounts with downloaded transactions that need attention.

First, click on the underlined 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.

(Partially DONE)

smayer97

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

You can add your VOTE to perform downloads in the background.

First, click on the underlined 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.

(DONE)