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Blue Dots Should Remain Until Transactions Reviewed ( 10 merged/legacy votes)
R Strax
Member ✭✭✭
I really appreciate all the work that has gone into QMac. I particularly like the "Blue Dots" next to account names - notifications that there are unreviewed transactions in that account.
Right now, the dot beside the account name disappears after you view the account - even if there are still transactions that have not been marked "reviewed". To me, this would have added value if the blue dot next to the account name remained until all transactions in that account have been marked reviewed. That way, I will not overlook transactions if I move from one account to another before reviewing all new downloads.
A small thing maybe, but one that will make my financial life a little more secure.
Thanks!
Right now, the dot beside the account name disappears after you view the account - even if there are still transactions that have not been marked "reviewed". To me, this would have added value if the blue dot next to the account name remained until all transactions in that account have been marked reviewed. That way, I will not overlook transactions if I move from one account to another before reviewing all new downloads.
A small thing maybe, but one that will make my financial life a little more secure.
Thanks!
16
Comments
It currently appears whenever a new transaction has been downloaded, and disappears as soon as you view the account, even if you don't review the transactions.
This is how it should work:
1. If there are any unreviewed transactions under the 'date line' (not future dated) then a blue dot should appear next to the account. Its purpose is to indicate the presence of blue dots/pencils in the account i.e. you have transactions to review.
2. If no dot from #1, then if there are any scheduled transactions below the 'date line' (not future dated) then a clock should appear next to the account. Its purpose is to warn that there are late scheduled transactions that may require attention.
3. This one is debatable: If no dot or clock from #1 or #2, then if there are any orange pencils below the 'date line' then show an orange pencil next to the account.
Precedence should be: Blue dot then Clock then Orange Pencil.
#1 could be refined to show a blue pencil if NO blue dots are present but blue pencils are.
The above would give a clear, unambiguous indication of the state of the account.
Thanks.
If you still have transactions to review and you want to be reminded of them, do NOT go directly to another account. Instead, click on one of the tabs (Home, Bills, etc) and then go to another account. This will keep the blue dots visible.
You’re right, it would be better that they not go away until totally accepted, but this method accomplishes the same goal.
Ideally, this would be implemented by a checkbox preference item in each account's settings: "Clear account level blue dot only when all transactions have been reviewed." It could be checked by default. This would be the best of all worlds, giving full flexibility to the user.
I am a big supporter of preferences--I want to control how splits work too, for sure!
1. For sure--let the user decide!
2. But what I am complaining about is--I clear every single transaction in an account (indeed, for investments, I clear ALL accounts' transactions in one fell swoop)--but then I have to still clear the blue dots from each account (even though there are no unreviewed transactions in any of them) separately. To me, that makes no sense.
macOS Mojave 10.14.6
Request: By default, keep the blue dot notification active until all the downloaded transactions have been reviewed. Or, allow a settings change to let me turn on this notification and still allow people who want the blue dot to go away as soon as they click the account (the current state) can keep that setting as well.
TL;DR
For users like myself who have many accounts and many new transactions that get downloaded everyday, I need a way to see which accounts have unreviewed transactions, and I need the indicator showing that unreviewed transactions still exist even after I visit the account or change to viewing a different account.
Background
* I am a very long-time user of Quicken across both Windows and Mac platforms.
* I’m open to exploring new or different ways to manage my download and transaction workflow
Current Workflow
* Launch Quicken and immediately initiate “Update All Online Accounts”.
* Enter Multi-Factor Authentication (MFA) information as needed by accounts that require it.
* Wait until the error report appears (it always has errors—separate issue).
* Re-run the update until all accounts have been updated.
* For each account that has a blue dot indicating “New Transactions,”
* Visit the account
* Review transactions that have a blue dot for accuracy in how Quicken has automatically assigned Payee & Category
* Mark transaction as Reviewed (Quicken: Thanks for providing the Alt-R keyboard shortcut!)
Issues
* Before the July 2020 upgrade to Version 5.17.2 (Build 517.34845.100), the blue dot next to the account name remained visible until visiting a different account
* If I didn’t finish my review, for whatever reason, and visited another account, the blue dot next to the account disappeared.
* As a work-around before the upgrade, I could visit the Bills or other tab and then go to another account and the blue dot would remain visible
* After the upgrade, the blue dot disappears immediately upon visiting the account
Bottom line
* Need some way to know that unreviewed transactions remain in an account, even after visiting the account, and after visiting other accounts.