Edit additions needed -Void Transaction (46 Legacy Votes)

Robert B

I would hope QM2017 can soon have some editing abilities we had in QM2007.  Namely the functions of 'Move', 'Void', 'Add transaction to iCal'.  Here are the options from 9 years ago:

Here are the options from now in QM2017:

Duplicate Transaction is a great addition!

(Edited-Removed "Move" option as this is availalble)

DHClem

I agree. I just tried to move a transaction that I mistakenly put in the wrong account...and could not.

smayer97

I agree. I just tried to move a transaction that I mistakenly put in the wrong account...and could not.

The way to move a transaction in QM2017 is to click and drag it from one register to another. Note that you cannot move transactions in the Investment registers, for hopefully obvious reasons.

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smayer97

The link to Mac OS Calendar has been requested here: You can add your VOTE to Sync Bill Reminders to Mac OS Calendar.

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.

While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance). Click on the underlined link, then follow the instructions to add your vote to more related ideas.
 
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DHClem

I agree. I just tried to move a transaction that I mistakenly put in the wrong account...and could not.

Thanks!  So used to I with Windows that I never even thought to try!

Unknown

I agree. I just tried to move a transaction that I mistakenly put in the wrong account...and could not.

I am afraid I do not see the obvious reason you would not click and drag entries made in the wrong account to the correct account.  In fact when I discussed a problem I was having with QM2016 with Tech Support they felt that drag and drop would be the best fix - but it was unavailable.

ThrowerGB

This reply was created from a merged topic originally titled When will we get the VOID function back in Quicken for Mac?.


It existed in QM2015 and now is gone.

smayer97

This IDEA has been added to the List of Requests for 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 other related IDEAS.

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smayer97

This IDEA has been added to the List of Requests for 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 other related IDEAS.

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

In the meantime, since this is a function that should not often be needed, doing this manually is not onerous. This FAQ may help: 

• How to VOID a transaction

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Unknown

This reply was created from a merged topic originally titled I find Quicken for the Mac Primitive in several areas, Please fix!.


I am a long time Quicken user on a PC and love the program.  After calling Quicken and being told that Quicken Deluxe for the Mac was now virtually identical to the PC version, I decided to purchase a Mac because of other inherent PC issues.  Surprise!, Quicken for the Mac in a few areas is primitive compared to the PC version (particularly in the reports section) and missing several important features like “VOID” a transaction.  I love the way the Mac runs so sure hope the people at Quicken are listening and fix the program because as it is now, you cannot make professional looking reports tailored to specific needs (like on the PC) and that is simply unacceptable.



Walt

jacobs

This reply was created from a merged topic originally titled I find Quicken for the Mac Primitive in several areas, Please fix!.


I am a long time Quicken user on a PC and love the program.  After calling Quicken and being told that Quicken Deluxe for the Mac was now virtually identical to the PC version, I decided to purchase a Mac because of other inherent PC issues.  Surprise!, Quicken for the Mac in a few areas is primitive compared to the PC version (particularly in the reports section) and missing several important features like “VOID” a transaction.  I love the way the Mac runs so sure hope the people at Quicken are listening and fix the program because as it is now, you cannot make professional looking reports tailored to specific needs (like on the PC) and that is simply unacceptable.



Walt

Well, first, the support rep who told you the Mac version was "virtually identical" to the Window version should be flogged with a wet noodle. Sorry... adjusting for political correctness... should be given some additional training. The reality is that the Mac version has been making progress, but it still has some major omissions versus the Windows version. Some of these omissions can be worked around if you learn how; some of the omissions are problematic.

Voiding a transaction is one of those that's pretty easy to work around -- annoying perhaps, but not fatal. Simply added "VOID" to the Payee name, set the amount to zero, and if you wish, record the original transaction amount in the memo field. Yes, that's three steps versus one command, but it gets you there. And it's not something most users need to use very often.

As for reports, yes, that's one of the areas that's still not up to snuff on the Mac. If you play around with the "New Report" reports, you can generate a significant number of reports most people would want, but not everything. The good news is that this is a major areas of focus for the Mac development team according to the product manager. Progress is slow, but progress is being made, and the developers do understand that better reports is at or near the top of the list of requests from Quicken Mac users.

DHClem

This reply was created from a merged topic originally titled I find Quicken for the Mac Primitive in several areas, Please fix!.


I am a long time Quicken user on a PC and love the program.  After calling Quicken and being told that Quicken Deluxe for the Mac was now virtually identical to the PC version, I decided to purchase a Mac because of other inherent PC issues.  Surprise!, Quicken for the Mac in a few areas is primitive compared to the PC version (particularly in the reports section) and missing several important features like “VOID” a transaction.  I love the way the Mac runs so sure hope the people at Quicken are listening and fix the program because as it is now, you cannot make professional looking reports tailored to specific needs (like on the PC) and that is simply unacceptable.



Walt

Actually, after viewing the *comparison chart* on Quicken's site--and then following up with a Quicken representative immediately thereafter--I was told *exactly* that. So, it's probably not just one rep.  

Golf Is Fun

Please, please, please add a void transaction button or shortcut. I miss the options of Q2007.

jacobs

Golf Is Fun said:

Please, please, please add a void transaction button or shortcut. I miss the options of Q2007.

@Golf Is Fun  I'm not being argumentative, but I'm curious how many transactions you void in a year? For most people, it's a handful at best. And it takes only a few seconds to manually mark a transaction as void.

You can "void" to the Payee name, but in modern Quicken Mac, this creates a new Payee separate from your original Payee. That's why I prefer to enter VOID in the Memo field, so this voided transaction will be included if I do a report by Payee. I also like to record the original amount of the transaction in the memo field. (In Quicken 2007, once you voided a transaction, you had no record of how much the original transaction was.) And then you change the Amount to zero. So I feel I have better control over the transaction, and it takes 20 seconds the few times a year I need to do it.

I'd have no objection if they added a Void command; it just ranks way, way, way down the list of priorities I'd like to see them address in Quicken Mac (cough, QuickMath, cough ).

earshot

Why did you take it away in the first place?!?

jacobs

@earshot  Nothing was taken away. Quicken Mac reached an end with the Quicken 2007 versions. It couldn't be patched and modernized to adapt to changes in the Mac operating system. Today's Quicken Mac is a complete restart, programmed from the ground up, which came to market in late 2014. The developers are constantly adding features which exist in Quicken Windows or existed in Quicken 2007, but there's a long list of requests from users -- far more than the developers can address for years to come -- so they prioritize which features they work on based on greatest perceived need/impact. Voting on ideas like this help influence the priority level of competing feature requests.