Add Option to Disable Autofill in Quicken for Mac (71 Legacy Votes)

smayer97smayer97 SuperUser ✭✭✭✭✭
Please add option to disable autofilling payees when entering transactions in account registers. 

There should be both a global setting (like QM2007 and QWin) and a setting at the individual payee level (like QWin).

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(see other comments below)

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(Canadian Q user since '92, STILL using QM2007)

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  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    EDIT...so that categorization, amount, memo, etc do not get entered when entering transactions. 

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

    (Canadian Q user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    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 more related ideas.

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

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

    (Canadian Q user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:

  • RCinNJRCinNJ Member ✭✭✭✭
    edited January 2019
    This would really help if it can be set at the Payee level. I'm not looking for a universal option that turns off all autofill.
  • Jwalt313Jwalt313 Member ✭✭
    edited May 2018
    RCinNJ said:

    This would really help if it can be set at the Payee level. I'm not looking for a universal option that turns off all autofill.

    I agree with RCinNJ
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited May 2018
    RCinNJ said:

    This would really help if it can be set at the Payee level. I'm not looking for a universal option that turns off all autofill.

    Be aware that for a single entry you can start typing the payee name and when you have enough of a match, you can press Option-Tab...this will only record the payee and no other details but that one transaction.

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

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

    (Canadian Q user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:

  • Jwalt313Jwalt313 Member ✭✭
    edited April 2018
    RCinNJ said:

    This would really help if it can be set at the Payee level. I'm not looking for a universal option that turns off all autofill.

    How would that help with downloaded transactions from my banks? That's where the problems lie.
  • Theresa JTheresa J Member ✭✭
    edited January 2019
    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)
  • edited August 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    I agree. I have most of my accounts set up to electronically download. It is extremely frustrating when Category and Tag columns autofill. I use both columns to track my husband's work travel expenses so that we can submit reimbursement claims. I have to cross check everything, sometimes three times because a download filled a new expense in as "reimbursed," or an old business trip tag gets filled in when it is a new trip. Does Quicken read these forums and ever take suggestions? Manual entry is not an option since it would take me hours every week.
  • Theresa JTheresa J Member ✭✭
    edited November 2017
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    I've signed up to be a beta tester, so I can be the change I wish to see. ;-) I don't use tags. 
  • Theresa JTheresa J Member ✭✭
    edited August 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    I'd sure like to spend less time working on my books than I do, because checking for errors because of autofill. Quickbooks (Win) is faster because I don't have this kind of thing enabled. Make sure you vote on this thread.
  • edited May 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    I would sign up to beta test too but there are too many plates spinning in my life already! I need to use tags for that same reason. Sometimes there are 2-3 trips to WA D.C. within one month and I have to separate them.
  • Theresa JTheresa J Member ✭✭
    edited January 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    At least vote for this thread.
  • KurtKurt Member ✭✭
    edited May 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    The auto-fill function renders QM almost unusable. Download and check EACH transaction, redoing most of them.

    How hard is it to disable this function!

    What baffles me is that there are so few votes to turn it off :-/  ...
    ....I'm ready to move on.
  • edited May 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    Hear hear! I just want the Payee and amount of transaction to autofill, not category/tags. AND sometimes the Payee autofills as something incorrect that has first three letters in common with the real one. If I don't catch that too then expense reports go haywire. It's not too much to ask really, to have options about what gets downloaded. I don't want Quicken to make guesses for me. I reckon I spend at least 30 minutes to an hour every week double checking this ****.  
  • Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    TURN IT OFFF!!!!
  • NikkiNikki Member
    edited April 2018
    RCinNJ said:

    This would really help if it can be set at the Payee level. I'm not looking for a universal option that turns off all autofill.

    I agree with Jwalt313
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2018
    RCinNJ said:

    This would really help if it can be set at the Payee level. I'm not looking for a universal option that turns off all autofill.

    Sounds like you might be more interested in these 2 feature requests: First, click on each 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 by seeking to have the features you need or desire end up in the latest version.

    While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests for Downloading Data into Quicken. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

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

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

    (Canadian Q user since '92, STILL using QM2007)

    Have Questions? Check out these FAQs:

  • Theresa JTheresa J Member ✭✭
    edited January 2018
    RCinNJ said:

    This would really help if it can be set at the Payee level. I'm not looking for a universal option that turns off all autofill.

    Already did the first one. I have no faith it will be fixed. Autocategorization/autofill/autocomplete is a terrible bookkeeping practice. Yeah, I’m trained in bookkeeping, I’ve been a full-charge bookkeeper and Fiscal Clerk III for the county. Obviously no one at Quicken has ever audited an account.
  • Terry ComeauxTerry Comeaux Member
    edited August 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    It is so very obvious that NO ONE at Quicken has any formal accounting training or been through an IRS audit or an audit of any kind!!
  • Theresa JTheresa J Member ✭✭
    edited August 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    Oh my gosh! Amen! I do have formal accounting training, and this just makes me crazy!
  • Theresa JTheresa J Member ✭✭
    edited August 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    You Need A Budget has autofill, iBank has autofill. This is just madness. Not to mention autofill with wrong information (downloaded or manual entry) totally screws up the budget.
  • Theresa JTheresa J Member ✭✭
    edited August 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    But the people who don't mind autofill are probably the same people who think Mint's crowdsourced categories are also a great idea. They don't know enough about accounting to even realize there's a problem.
  • richard167richard167 Member
    edited August 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    I have to have a new program soon. Is there any program available that does not auto fill categories and tags? I'm willing to try almost anything to see if it will work for me at tax time. This has been a problem for several years and I am beginning to believe that quicken does not care about there customers or at the very least they don't care enough about keeping us to invest the time and money to keep us on their customer base. I have been a quicken user for around 20 years. If I and all the other people with the same issue are not worth the investment I for one will be gone from there base permanently if I can find a program that works for me.
  • Jwalt313Jwalt313 Member ✭✭
    edited January 2019
    The lack of an option to turn off auto-categorization is the reason that I am considering leaving Quicken after 20 years myself.
  • KurtKurt Member ✭✭
    edited August 2018
    Jwalt313 said:

    The lack of an option to turn off auto-categorization is the reason that I am considering leaving Quicken after 20 years myself.

    Banktivity is almost there. I'm just waiting :-/
  • KurtKurt Member ✭✭
    edited August 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    How is this more than a simple "on/off" switch? (Really)
    Quicken's autofill is NOT as smart as it seems to think it is :-/
  • KevinBKevinB Member ✭✭
    edited August 2018
    Jwalt313 said:

    The lack of an option to turn off auto-categorization is the reason that I am considering leaving Quicken after 20 years myself.

    Me too.  Hasnt been quite 20 years (of continuous use) for me; but close.
  • Theresa JTheresa J Member ✭✭
    edited August 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    I haven't been able to find a program yet that doesn't autofill. It's maddening.
  • Theresa JTheresa J Member ✭✭
    edited September 2018
    Jwalt313 said:

    The lack of an option to turn off auto-categorization is the reason that I am considering leaving Quicken after 20 years myself.

    Quicken doesn't care. This was a dumb "feature" to begin with. We need to be able to turn this off altogether. And no, the new "manual entry" thing is not cutting it.
  • KevinBKevinB Member ✭✭
    edited August 2018
    Theresa J said:

    This is a bad bookkeeping practice, and this feature continually introduces errors, which also affects the budget. It would be better to default to no autofill. When you go to Target, do you always buy the same thing for the same price? So you only buy clothing, or you only buy groceries? The same thing every time? Or, do you buy things that would span several categories, and different categories on each trip? This does it on automatic downloads, as well as manual entries. I've voted. :-)

    When the effort gets so extensive that a custom Excel file created from scratch would be more productive and sounds appealing, you know you have a big problem.
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