undo button

hmday

Is there an Undo" button I cant find, if not, has there been any thought or consideration of adding an "Undo" button or feature? 

splasher

In the non-investment accounts, there is an "undo delete" on the right-click list, but I'm not to sure how long it is available.

hmday

thanks. I think a general undo last action button across the all accounts would be useful.

Rocket J Squirrel

You can't add general Undo to an application after the fact. It has to be built in from the beginning. Every user action that changes data must push information about the change onto a global undo stack so that the action can be popped from the stack later to effect the undo. In other words, every single function that changes data must be modified to add undo functionality. That is way too big a job for a retrofit and essentially is equivalent to rewriting the application.

hmday

Makes sense, thanks for responding. 

Detz

Look, at least add it to the internal delete function of Quicken. It drives me nuts!!! If a transfer is messed up and you try to fix it, it automatically deletes the transaction in the other account even though the transaction is a downloaded transaction in the other account. Leave it! It's easy for me to delete and almost impossible for me to get it back in unless I type it in manually.

It worked better when you could unlink the transfer and relink it yourself. DON'T AUTOMATICALLY DELETE DOWNLOADED TRANSACTIONS! ASK ME PLEASE OR TELL ME YOU"RE GOING TO DELETE THE OTHER ONE AND I WON"T DO IT!!!!!. You can't download it again because the Downloaded ID matches a previous one. You're screwed unless you type it in manual or go to a backup. Then why use Quicken if you're typing things in manually. If I try to download it again, let me please do that so it auto adds to the registry again. It's obviously not in the registry currently, because it was deleted by Quicken. Delete the Download ID too then or give me an option so I can at least load it back in. I'm curious if there is anyone out there who actually uses the "one step update" without having any issues.

The biggest complaint I have about Quicken is that they try to do things automatically. Give us (THE CUSTOMER) back some manual controls so we can easily fix things when they go wrong. I honestly spend more time trying to fix things that went wrong rather than analyzing and using it like it should be. And when they do go wrong you're screwed without a backup.

I dread tax season, only because I end up spending more time on Quicken issues than working on taxes.

i.e. If you do a Find in a registry, the Find window pops up briefly and then minimizes; at least for me. You think it disappeared, but it's actually minimized at the bottom and you need to open it again... please just get the basics right. The Find needs to pop-up on top and have focus when I execute it.

UKR

@Detz , regarding transfers ... please review the following:

Transaction download problems with matching and adding new transactions correctly

First please ensure that all optional settings in Quicken pertaining to recall, memorization, automatic categorization and renaming of payee names are enabled. You find those settings in Edit / Preferences / Data Entry & Quickfill and Downloaded Transactions. Additional settings can be found for the detection and processing of transfer transactions in Edit / Preferences / Transfer detection.

 

Are you automatically accepting downloaded transactions into your registers?

If you are relying on Quicken to "automagically" fill your account registers from downloaded transactions, you may run into problems. Despite all efforts by the Quicken programmers, the "Autopilot" (that's my name for the part of the Quicken program which processes downloaded transactions and converts them into new register transactions) is not infallible. For that process to work 100% of the time one would need a crystal ball because the information downloaded from the banks often is just too terse and cryptic.

You should, at least for a while, turn off the "automatically accept downloaded transactions into registers" setting to gain better control over what is downloaded and what to do with it. Click on and review each downloaded transaction, make changes if necessary (e.g., to get a payee name = "Starbucks" instead of "POS TRANS 070119 STARBU", "POS TRANS 070219 STARBU", "POS TRANS 070319 STARBU" or to assign a category) before you click to accept each transaction.

Any changes you make to downloaded Payee Names are remembered in Renaming Rules.

Any other changes you make (add/change Category or Memo text) are remembered in the Memorized Payee List.

Next time the same transaction for this Payee comes along, Quicken should remember and give you a better new register transaction.

 

In case you have issues with transfer transactions not being generated correctly:

For best results manually enter transfer transactions into your register BEFORE you download transactions from the bank which contain the transfer confirmations. For recurring transfers use scheduled reminders and enter them a day or two before the due date. Be sure to use distinct Payee Names for each transfer / credit card payment to avoid confusing Quicken - memorized payee entries.
That takes the guesswork out of the Autopilot's process. Because a correctly entered transfer transaction already exists in your account registers, the Autopilot should just match the downloaded transfer transaction to the existing one in both accounts.

 

Where are the "Auto-accept downloaded transaction" settings?

There are two places where this is controlled in Quicken for Windows:
 - Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
 - For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.