Add Option to Stop Automatically Clearing the Blue Dot after 2 weeks in Quicken (25 Legacy Votes)

smayer97

Currently Quicken automatically marks transactions as reviewed by clearing the flag (Blue Dot) after 2 weeks, whether or not a user has actually reviewed the transaction.

There needs to be a user preference to turn off/disable this feature.


There are many situations where the automatic behaviour is not suitable. Users may perform reviews less frequently, such as once per month, or may fall behind in the review process yet still download their data for later review (since many FIs/Banks only provide data for previous 3 months). The current behaviour makes the review process more difficult.

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smayer97

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

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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 click on this underlined link, following the instructions then VOTE to your heart's content. Your VOTE matters! 
Categorized List of IDEAS of Feature Requests and Enhancements to Vote On

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DHClem

What I don't understand from these "design decisions" are (a) Quicken has a long history--user history including--why do "new decisions" contradictory to those (b) if something contradicts this, or is debatable, for goodness sake--put it in preferences so users can (e.g.) specify if they want this or that action or how long they want before things are clear and so forth. 

smayer97

DHC said:

What I don't understand from these "design decisions" are (a) Quicken has a long history--user history including--why do "new decisions" contradictory to those (b) if something contradicts this, or is debatable, for goodness sake--put it in preferences so users can (e.g.) specify if they want this or that action or how long they want before things are clear and so forth. 

Agreed...don't forget to add your vote it you want this.

[email protected]

I'm glad you flagged this. I had no idea this was happening. It absolutely shouldn't be ! 

cneal

Confusion abounds. When I hold my mouse pointer over the blue dot to the left of the tranaction in my register the text says, "Downloaded in the most recent download session." And that is the behavior I see. When the transaction clears the bank or brokerage and is put into the register by download the blue dot appears. If I manually entered the transaction and the matching transaction is downloaded the red pencil becomes blue.

The blue check mark to the right of the transaction indicating the transaction has been cleared also appears if the transaction has been downloaded, but this is eaily removed with a mouse click. It is the first thing I do when I start to reconcile and any transaction not included in the reconcile remains without the check mark until I include it in the next reconcile.

In short, the behavior you describe is not what I see in QM17. (Using Direct Connect without mobile access.) 

smayer97

cneal said:

Confusion abounds. When I hold my mouse pointer over the blue dot to the left of the tranaction in my register the text says, "Downloaded in the most recent download session." And that is the behavior I see. When the transaction clears the bank or brokerage and is put into the register by download the blue dot appears. If I manually entered the transaction and the matching transaction is downloaded the red pencil becomes blue.

The blue check mark to the right of the transaction indicating the transaction has been cleared also appears if the transaction has been downloaded, but this is eaily removed with a mouse click. It is the first thing I do when I start to reconcile and any transaction not included in the reconcile remains without the check mark until I include it in the next reconcile.

In short, the behavior you describe is not what I see in QM17. (Using Direct Connect without mobile access.) 

Ok, so there seems to be some confusion around this here...I have posted a question for follow-up. Will report back findings.

Unknown

DHC said:

What I don't understand from these "design decisions" are (a) Quicken has a long history--user history including--why do "new decisions" contradictory to those (b) if something contradicts this, or is debatable, for goodness sake--put it in preferences so users can (e.g.) specify if they want this or that action or how long they want before things are clear and so forth. 

Quicken was purchased by someone else in March of last year.

Unknown

This doesn't seem to happen for me.  I haven't reviewed my transactions in Quicken for several months now (I review my bank statements though) and all the blue dots are there all the way to the last time I reviewed.

smayer97

Not sure exactly when this was fixed/implemented but it appears to have occurred around when QM2017 v4.4 was released in Dec 2016, as per the 2017 Release Notes. 

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