Home Quicken for Mac Product Ideas - Quicken for Mac Manage Accounts and Transactions (Mac)

Q Mac, Payee Auto Entry, option not to populate dollar amount (5 Legacy Votes)

When selecting a Payee, I would like the option to NOT auto enter the dollar amount.

During data entry, I repetitively enter a Payee's name, however, infrequently are the dollar amounts the same. Fixed dollar amounts seem far more applicable to memorized (scheduled) transactions, than bookkeeping entry.
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Implemented · Last Updated

This Idea has been implemented with the addition of QuickFill Rules as of version 5.12.

Comments

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2018
    Actually, there are many times that re-used transactions are for the same amount but they simply do not have a specific interval to use scheduled transactions. Also, memorized transactions are useful to keep track of split lines and even approximate amounts for those splits, even if the amounts different each time.

    So, maybe there should simply be an option to choose whether or not to save $ amount with memorized Payees.


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

  • SimonSezSoSimonSezSo Member ✭✭
    edited December 2018
    I am not familiar with how QMac works ( I use QWin) but I have several reminders with a zero amount because they are for bills that I pay infrequently.  Is there a way to do that in QMac, and if so would that work for you.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2018

    I am not familiar with how QMac works ( I use QWin) but I have several reminders with a zero amount because they are for bills that I pay infrequently.  Is there a way to do that in QMac, and if so would that work for you.

    No. QMac saves all the data from the last saved entry of a Payee, including categorization, memo/notes, split lines, and amounts. 
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    Quicken should eliminate the LARGE Ad space when a subscription expires


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

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2018
    Now that I think about this more, I think what you are asking for would be properly solved with the ability to save a memorized transaction, clearing the amounts then and locking it. This is functionality that exists in QWin and in QM2007 and earlier but has yet to be implemented in "modern" QMac.

    If that would meet the need, I recommend you can add your VOTE to 
    Add ability to LOCK a payee and categorization.

    First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your vote will 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 Data Entry and Usability Options and Features. 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.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
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    (
    Canadian Q user since '92, STILL using QM2007)

  • SimonSezSoSimonSezSo Member ✭✭
    edited December 2018

    I am not familiar with how QMac works ( I use QWin) but I have several reminders with a zero amount because they are for bills that I pay infrequently.  Is there a way to do that in QMac, and if so would that work for you.

    Thanks smayer97, good to know.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited December 2018
    Richard, you may or may not find helpful this hidden trick: after entering the Payee, press Option+Tab instead of Tab to advance from the Payee field; Quicken will retain the Payee but the rest of the transaction will be blank. Now, if you want to re-use the previous category and memo, then this isn't what you're looking for. But if I'm entering a transaction for a Payee with different categories/splits and memos -- such as Home Depot -- using Option-Tab and entering my new amount ands splits is better than having to type over the info from a previous transaction. 
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Quicken_NatalieQuicken_Natalie Moderator mod
    Hello All,

    This Idea seems to have fallen stagnant and due to the age of the request and lack of User Votes/Comments, it will be archived within the next 7 business days.

    If you would like to see this Idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this Idea would be beneficial for you.

    More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

     
  • jacobsjacobs SuperUser ✭✭✭✭✭
    Actually, I'd say that this request has been addressed with the current implementation of QuickFill rules. Users can specify what they want auto-filled by default in Preferences and/or can build QuickFill rules which do not include any Amount. 
    QMac 2007 & QMac Subscription • Quicken user since 1993
This discussion has been closed.