QuickFill and Auto-Categorization should be off by default

Both QuickFill and Auto-Categorization should be off by default and user-controllable.
9 votes

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  • dental_floss
    dental_floss Member ✭✭
    Continuing from above, because the above got posted without me actually clicking 'post comment'...and now this interface will not allow me to edit/save the original post above...

    Both QuickFill and Auto-Categorization should be OFF by default and also user-controllable (with memory of last setting).

    If a user desires Quickfill, then they can enable it.
    If a user desires Auto-Categorization, then then can enable it.

    This should hold true for desktop version and any syncing to the cloud.

  • smayer97
    smayer97 SuperUser, Mac Beta, Canada Beta ✭✭✭✭✭
    edited March 2020
    Just to make it clears, the ability to turn off auto-categorization already exists for downloaded transactions. Preferences > Connected Services and uncheck the option that states:
    'Automatically Improve the Quality of Downloaded Payee Names and Categories'

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  • dental_floss
    dental_floss Member ✭✭
    Yes that option exists but does not always work. Some downloaded transactions still get auto categorized. This happened to me today.

    Re-wording that option to be more specific about what the user is really setting would be a good enhancement too. :)
  • unitic2
    unitic2 Member
    Doesn't work. I still have to click each and every entry to keep it from autofilling. Is there any way to fix this?
  • dental_floss
    dental_floss Member ✭✭
    Vote! And tell your friends to vote.
  • robert m
    robert m Member
    I strongly agree that QuickFill should be OFF by default.
  • Treville
    Treville Member ✭✭
    Agreed. Automatic everything should be an opt-in. There could be wizards or enrollment options to help people choose the features that really help them but in general, Quicken is about managing your finances. There's a level of detail that people who choose to use this tool want. If you want everything hands off and automated, there may be a better tool out there. At the very least, being able to make the choice is key.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello All,

    The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

    If you would like to see this idea implemented, please 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
    -Quicken Anja
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