Add Option to Disable Autofill in Quicken for Mac (71 Legacy Votes)
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 user since '92, STILL using QM2007)
Comments
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EDIT...so that categorization, amount, memo, etc do not get entered when entering transactions.
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This IDEA has been added to the List of Requests for Data Entry and Usability Options and Features.
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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.1
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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.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.
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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. :-)1
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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 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. :-)
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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 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. :-)
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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.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. :-)
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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 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. :-)
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At least vote for this thread.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. :-)
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The auto-fill function renders QM almost unusable. Download and check EACH transaction, redoing most of them.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 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.1 -
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. :-)
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TURN IT OFFF!!!!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. :-)
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Sounds like you might be more interested in these 2 feature requests: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.
- Add Option to Turn Off Auto-Categorization of Downloaded Transactions
- Have Local Rules for Renaming Payees
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FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
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Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
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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.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.
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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 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. :-)
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Oh my gosh! Amen! I do have formal accounting training, and this just makes me crazy!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. :-)
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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 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. :-)
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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.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. :-)
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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.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. :-)
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The lack of an option to turn off auto-categorization is the reason that I am considering leaving Quicken after 20 years myself.1
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How is this more than a simple "on/off" switch? (Really)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. :-)
Quicken's autofill is NOT as smart as it seems to think it is :-/0 -
I haven't been able to find a program yet that doesn't autofill. It's maddening.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. :-)
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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.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.
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