Frustrations with Quicken 2019
- The one-line register. It’s too crowed with all those columns!
- The type is too small.
- In 2013, when you finished entering a transaction, you clicked Save. Now, you just click anywhere. That seems so stupid and I never feel reassured that the transaction has been saved.
- 2013 had a nice drop-down menu under transaction type – next check number, EFT, deposit, etc. I miss that.
- The system for entering a deposit is also nutty.
- The drop-downs under category are impossible to read!
- In 2013, reconciling was easier because there were two columns, one for withdrawals, one for deposits. I could match those totals to my bank statements, and then if my numbers weren’t reconciling, it was easier to figure out why.
- The calculator in the split window is for the birds. I never would have figured it out on my own. I had to call your customer support.
I will say this: your phone support is fantastic. Wait times are minimal to non-existent, the tree is short, and – most important – the associates are knowledgeable, understandable, patient, and polite. Keep it up!
Best Answer
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The description by the OP sounds too much like a move to QMAC not QWIN. All the missing features are the issues with new QMac.@lauren-brown please confirm what version you moved from and moved to.
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(Canadian user since '92, STILL using QM2007)6
Answers
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FYI - I'm staying on 2013 since I don't download or connect to my bank, etc. I do everything manually. Why did you update if you want to manually enter?
To change to 2 line display, go to the register you want to change and select "Account Actions". Then enable Two-line display. Or there is a shortcut (Ctrl + 2) which toggles the setting. This only works for non-investment accounts.
I'm staying on Quicken 2013 Premier for Windows.
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I'm not sure why you've chosen to post this under Community Improvement Suggestions.
If I assume you're using the Windows based product:- The one-line register. It’s too crowed with all those columns!Press Ctrl + 2.- The type is too small.
Select View > Use Large Fonts.- In 2013, when you finished entering a transaction, you clicked Save. Now, you just click anywhere. That seems so stupid and I never feel reassured that the transaction has been saved.
Select Edit > Preferences...- 2013 had a nice drop-down menu under transaction type – next check number, EFT, deposit, etc. I miss that.The drop down menu is in the Check # column.
You may want to check:
Select Edit > Preferences...- The system for entering a deposit is also nutty.You need to be more specific.- The drop-downs under category are impossible to read!
Select View > Use Large Fonts.- In 2013, reconciling was easier because there were two columns, one for withdrawals, one for deposits. I could match those totals to my bank statements, and then if my numbers weren’t reconciling, it was easier to figure out why.
Perhaps you should disable Auto Reconcile and choose Paper Statement: https://www.quicken.com/support/reconciling-account-quicken-windows- The calculator in the split window is for the birds. I never would have figured it out on my own. I had to call your customer support.
The pop-up calculator is the same whether the transaction is split or not so I suspect you may have been referring to the Adjust button in the Split Transaction window:
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The description by the OP sounds too much like a move to QMAC not QWIN. All the missing features are the issues with new QMac.@lauren-brown please confirm what version you moved from and moved to.
Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
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)6