QuickFill and Auto-Categorization should be off by default (Q Mac)

dental_floss

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

dental_floss

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.

Vote!

smayer97

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'

dental_floss

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

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

Vote! And tell your friends to vote.

robert m

I strongly agree that QuickFill should be OFF by default.

Treville

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.

dental_floss

[removed -disruptive/off-topic]

dental_floss

[removed -disruptive/off-topic]

garysmith87

Quicken, Preferences, Register....uncheck Renaming Rules and QuickFill Rules.

Quicken, Preferences, Connected Services... uncheck Automatically improve the quality of downloaded payee names and categories.  

PS...I love Dark Mode.  And that was the NUMBER ONE requested feature to add.  So, yeah...it was a big deal and a great addition and time well spent.  Thanks, Quicken Team. 

dental_floss

Yes, those recommendations are the same ones listed before/elsewhere and they still don't always work.

My point above is: bugs that affect raw downloaded should be squashed before nice-to-have look-and-feel enhancements are added. Where I used to work, we called these 'B4 bugs'...you fix them Before you go home for the day.


> @garysmith87 said:
> Quicken, Preferences, Register....uncheck Renaming Rules and QuickFill Rules.
>
> Quicken, Preferences, Connected Services... uncheck Automatically improve the quality of downloaded payee names and categories.  
>
> PS...I love Dark Mode.  And that was the NUMBER ONE requested feature to add.  So, yeah...it was a big deal and a great addition and time well spent.  Thanks, Quicken Team.