Offer the ability to limit the payee list in the mobile app

System
System Member admin
in Product Ideas - Quicken Mobile
This discussion was created from comments split from: A way to edit or delete items on the mobile app's payee memorized list..
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Implemented · Last Updated

Comments

  • KLM406
    KLM406 Member ✭
    I was excited to begin using Quicken Mobile. However, quite "unexcited" when I realized how cluttered the Payee list is on Mobile despite my desktop/online copy being rather clean. Intuit really needs to figure this one out to give the mobile app a higher rating.
  • Dave Ings
    Dave Ings Member ✭✭✭
    edited July 2020
    As noted in the original "A way to edit..." comment, the desktop memorized transaction list is NOT synchronized to the mobile app. For us longtime Quicken users, this is the core problem.

    Why? When adding a transaction in the mobile app, every payee you've ever used is offered as a suggestion in "All Payees", which is next to useless - I keep my memorized list pruned to a few dozen current payees, but I have literally *hundreds* of historical payees. So instead of just picking the payee from a reasonably short list, I have to search for it.

    The most straightforward solution is sync the memorized transaction list from the desktop to mobile (and quite honestly that it doesn't do this already is surprising!)
  • Dave Ings
    Dave Ings Member ✭✭✭
    edited July 2020
    BTW today I noticed a similar limitation exists with categories - when picking a category in the mobile app, all categories are shown, rather than showing the edited category list (i.e. supressing hidden categories) from the desktop.

    P.S. These kind of limitations might be OK (sort of) if the mobile app was standalone in operation. But currently it is not, it's an extension of the desktop app/subscription, and so IMO it should reflect desktop customizations as much as possible.
  • Quicken Anja
    Quicken Anja 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, 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

    -Quicken Anja
  • Dave Ings
    Dave Ings Member ✭✭✭
    I don't think it is "stagnant" per se. It's a very straightforward suggestion - ensure that key user data is editable and/or sync'd between mobile and desktop, to improve usability - it doesn't require much if any elaboration from us users.

    So there's nothing really new to say. Quicken development should just decide if this is a usability issue they can improve, and how, or not. Then let us know!
  • Dave Ings
    Dave Ings Member ✭✭✭
    edited August 2021
    Within the past 24 hours Quicken Mobile 6.11.0 was released on iOS - and it has implemented this suggestion!

    You can now favourite and edit payees, and any changes will sync between mobile instances (say between an iPhone and an iPad). (No sync to the desktop however, as far as I can tell.)

    So yes go ahead and close this suggestion - but not because it became stagnant, but because Quicken Development implemented it!
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