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2 Quick Questions

fijigirlann

1. is there a way to setup a warning if something is Uncategorized in the Register?
2. Is there a way to view the SAVE without having to open the Edit Details screen?
Thank you

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Accepted answers

jacobs

fijigirlann said:

But it also seems to be doing the same thing with my MACBOOK Pro I just purchased. I do think there is a difference between the TAB and the RETURN key and I have to learn to use both. I'm still used to the Windows version

Yes, Tab and Return should be completely different in Quicken Mac. Tab moves between fields. (And Shift-Tab moves backward between fields, by the way.) Return saves a transaction. You should never need to Open Details just to click on the Save button.

jacobs

Ah, okay, thanks for clarifying. So it sounds like it's working as it should.

Tab moves forward between fields.
Shift-Tab moves backward between fields.
Return or Enter saves a transaction (no matter how much you've filled in or not filled in).
On a closed transaction which is highlighted in blue, pressing Return will open it for editing. (So if you press Enter repeatedly, it will open the transaction for editing and then save the transaction and then opening it…)

All comments

fijigirlann

When I hit Return or Enter it just keeps going through the entries. I was using Windows but I just upgraded to MAC.

fijigirlann

Rick

I'm in a bank account register entering a check written or an electronic payment made. When I was using Windows I had it set so the enter key was set to enter between fields. This is the file I brought over to the MAC. When I finish entering the amount and I hit enter it goes back to the date field. Does that help explain what I mean better?

jacobs

In Quicken Mac, are you pressing Enter to move between fields? This isn't behavior available in Quicken — e.g. there is no Preference setting in Quicken Mac to substitute the Enter key for the Tab key in moving between fields — so if you're doing that currently, it sounds like there's some other utility software apparently running on your Mac to swap the Tab and Enter keys. When I enter a transaction, if I press Tab after the Amount field, Quicken returns to the date field; if I press Enter in any field, the transaction is immediately saved.

Are you using a standard Apple keyboard, or a third-party keyboard which may have such a key substitution configured?

fijigirlann

Ricko
Not that I know of. I'm in the bank register. I hit the plus to add a new entry. I use the ENTER key once I complete the date, check number, payee, category, amount and then after that it goes back to the date field. I have to OPEN the full line by using EDIT DETAILS so I can use the SAVE within there.

fijigirlann

Ricko
Thank you for trying to help me. I guess I will just have to open the Edit Details to SAVE. Thanks again

fijigirlann

one thing I will say. It is the RETURN key on my MAC. There really isn't an Enter key

jacobs

Please answer if you are using a standard Apple keyboard or a third-party keyboard (and if so, which one). Also: if you enter the date field, how do you move to the Payee field: Enter or Tab? (Or are you mouse clicking between fields?) Tab should move between fields; Enter should Save the transaction immediately, even if all you have filled in is the date.

Try restarting your Mac in Safe Mode: restart the Mac and hold down the Shift key during the restart process until the login screen or your home screen appears. Then launch Quicken and try a transaction. When you press Enter, does the transaction now save? If yes, then it would confirm that some third-party software is making your keystrokes substitute Enter for Tab.

jacobs

@fijigirlann You're correct; the key is labeled Return on most Mac keyboards.

fijigirlann said:
I guess I will just have to open the Edit Details to SAVE.

No, that's painfully tedious. Don't give up yet.

We just have to get to the bottom of what is happening on your Mac so it can be flipped off.

fijigirlann

Jacobs
I believe this is the answer. It's the difference between using the TAB key and the RETURN key. The RETURN is saving it. It when using the tab key to go between fields that I have to open the Edit Details to SAVE. Bingo that is the answer.

fijigirlann

Yes that is the keyboard I have. With the numbers on the right hand side

fijigirlann

But it also seems to be doing the same thing with my MACBOOK Pro I just purchased. I do think there is a difference between the TAB and the RETURN key and I have to learn to use both. I'm still used to the Windows version

jacobs

fijigirlann said:

I believe this is the answer. It's the difference between using the TAB key and the RETURN key. The RETURN is saving it. It when using the tab key to go between fields that I have to open the Edit Details to SAVE. Bingo that is the answer.

Oops, sorry, you just lost me. You are using Tab to move between fields, yes? And when you press Return, is it saving the transaction or not? You started by saying it did not save, it went back to the Date field (the next field after Amount). But above, you seemed to say Return is saving the transaction. So I'm confused.

jacobs

fijigirlann said:

But it also seems to be doing the same thing with my MACBOOK Pro I just purchased. I do think there is a difference between the TAB and the RETURN key and I have to learn to use both. I'm still used to the Windows version

fijigirlann

So sorry I didn't mean to save you. I'm using the TAB key to go between fields and once I put in the amount if I TAB it will go back to the date field. I will have to learn to use the RETURN key at the end. I have to teach this old dog a new trick. On Windows there was no different and I just used the one key.

fijigirlann

Sorry I didn't mean to CONFUSE you LOL

fijigirlann

I think I have solved the problem. Thank you both for working with me to help me understand how Quicken works on the MAC

jacobs

Ah, okay, thanks for clarifying. So it sounds like it's working as it should.

Tab moves forward between fields.
Shift-Tab moves backward between fields.
Return or Enter saves a transaction (no matter how much you've filled in or not filled in).
On a closed transaction which is highlighted in blue, pressing Return will open it for editing. (So if you press Enter repeatedly, it will open the transaction for editing and then save the transaction and then opening it…)

fijigirlann