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

Richard Murphy

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.

smayer97

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.

SimonSezSo

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.

smayer97

SimonSezSo said:

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. 

smayer97

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.)

SimonSezSo

SimonSezSo said:

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.

jacobs

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. 

Quicken_Natalie

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

jacobs

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.