QMac 2017: Make it easier to mark a transaction "Reviewed"

Michael 23

I'm using Quicken for Mac 2017 and I really love it.    I would like it better if it were easier to mark transactions as "Reviewed".

Currently, I have to select the unreviewed transactions, then right-click and from the pop-up menu choose "Set status of selected transactions to --> Reviewed".  Then I have to click one transaction to de-select the group. It's too many steps in my opinion.

About 99% of the time, I just want all transactions set as "Reviewed". I would love it if the toolbar at the bottom of the screen had a "Mark all Selected" button.

Thanks,
Michael

DHClem

Yes, I wrote a Macro for 3 or more...but it doesn't work well on one or 2, and we need a simple menu item.

OMG--just read RickO's post--exactly--Keyboard Maestro macro--we can share (i.e., I can too).

Unknown

For what is worth, this how it is done on the Windows side.


One click on the "New" gets you the menu shown.

Paige

Here is a quicker way to do it in Quicken for Mac 2017.  This will save you a couple clicks.  When you see that blue dot to the left of the transaction just click on the blue dot.  You will have option to just click "reviewed" - or to solve your second question - you can click "Mark all downloaded transactions as reviewed". Hope this helps.  

UKR

DHC said:

Yes, I wrote a Macro for 3 or more...but it doesn't work well on one or 2, and we need a simple menu item.

OMG--just read RickO's post--exactly--Keyboard Maestro macro--we can share (i.e., I can too).

Wouldn't the solution posted by Paige (below), similar to QPW's solution for Windows, do the trick and be much easier to use?

Michael 23

Paige said:

Here is a quicker way to do it in Quicken for Mac 2017.  This will save you a couple clicks.  When you see that blue dot to the left of the transaction just click on the blue dot.  You will have option to just click "reviewed" - or to solve your second question - you can click "Mark all downloaded transactions as reviewed". Hope this helps.  

This is very helpful, thank you!  Not obvious to the causal observer, but definitely useful.  Many thanks.

DHClem

DHC said:

Yes, I wrote a Macro for 3 or more...but it doesn't work well on one or 2, and we need a simple menu item.

OMG--just read RickO's post--exactly--Keyboard Maestro macro--we can share (i.e., I can too).

Wow, thanks, RickO--better than mine...

Unknown

Paige said:

Here is a quicker way to do it in Quicken for Mac 2017.  This will save you a couple clicks.  When you see that blue dot to the left of the transaction just click on the blue dot.  You will have option to just click "reviewed" - or to solve your second question - you can click "Mark all downloaded transactions as reviewed". Hope this helps.  

So much for KM.

Unknown

Paige said:

Here is a quicker way to do it in Quicken for Mac 2017.  This will save you a couple clicks.  When you see that blue dot to the left of the transaction just click on the blue dot.  You will have option to just click "reviewed" - or to solve your second question - you can click "Mark all downloaded transactions as reviewed". Hope this helps.  

Does anyone have a screenshot of this?
It sounds just like the way it is done on Windows.
Note that if reduce the Status column to its minimum size only the blue dot will be shown.  Which sounds just like what you are describing on the Mac.

Note this "review system", came first on Mac and then on Windows, but I believe the "Review All" was first on Windows, and put into Mac.  :-)

Unknown

Paige said:

Here is a quicker way to do it in Quicken for Mac 2017.  This will save you a couple clicks.  When you see that blue dot to the left of the transaction just click on the blue dot.  You will have option to just click "reviewed" - or to solve your second question - you can click "Mark all downloaded transactions as reviewed". Hope this helps.  

Hmm does look a bit different.  I notice the "Not Reviewed" on your menu.
The Windows version doesn't have it.  That one doesn't really sound that useful, but it does beg the question if Quicken Mac has a way to reverse a "Mark All"?

Sometime people have selected mark all by mistake, and then basically they don't know that they didn't already review.

Unknown

Paige said:

Here is a quicker way to do it in Quicken for Mac 2017.  This will save you a couple clicks.  When you see that blue dot to the left of the transaction just click on the blue dot.  You will have option to just click "reviewed" - or to solve your second question - you can click "Mark all downloaded transactions as reviewed". Hope this helps.  

P.S. Thank you for the screenshot!

Unknown

Paige said:

Here is a quicker way to do it in Quicken for Mac 2017.  This will save you a couple clicks.  When you see that blue dot to the left of the transaction just click on the blue dot.  You will have option to just click "reviewed" - or to solve your second question - you can click "Mark all downloaded transactions as reviewed". Hope this helps.  

It sounds like they did a good job on the undoing of this (and I believe other "undos").

Quicken Windows has a very limited set of things you can undo.