Download Functionality in Mac version vs Windows version

Frank DeMello

30 year Windows user running dual Win/Mac before converting to the Mac version

I feel the windows download functionality is better for one reason: if for some reason you enter a transaction wrong (prior to download) you end up with 2 of the same transaction. And there is no way to correct/match after that forcing some manual work to clean up. In windows with the separate download queue you could easily correct before posting

Any plans to add this option for users?

I also do not like that the blue dot against the account goes away just clicking on it and not when all blue dot transactions are reviewed. Wish Quicken would fix that

Otherwise I like the Mac version and getting closer to migrating over

jacobs

@Frank DeMello Well, I can solve one of your problems right away, and maybe the other as well! 😂

For the latter issue: in Settings > Sidebar, there is a choice about when the blue dot shows/disappears; if you select "Highlight accounts with unreviewed transactions", then the blue dot will remain until you have marked all transactions reviewed.

For the first issue: if Quicken Mac auto-matches a downloaded transaction and manually-entered transaction, you can undo the auto-match with one step: Control-click on the merged transaction, and from the pop-up menu, select "Reject Automatic Transaction Match". This splits the transaction back to the original manual transaction and the downloaded transaction, so you can manually match the download to a different transaction, or edit or delete the manual transaction. I think that gives you the flexibility you're missing from Quicken Windows.

There are no announced plans to build a Windows-like quarantine area for downloaded transactions. I'll repost this from an earlier discussion of this issue if it's of any help:

Actually, Quicken Windows has an "Automatic" mode that works similarly to Quicken Mac, but longtime users probably may not be aware of it since you'd have to select it somewhere in settings. In Quicken Mac, you rely on the symbols in the Status column of registers to guide you through which transactions have been downloaded, matched, and marked as reviewed, rather than having a separate holding pen for downloaded transactions. I know it's a big change, but if you give it a little time and learn the symbols and how you can mark transactions as reviewed (or flag them for review), you might find you like it.

Here's a post by a longtime Quicken Windows expert describing it in Quicken Windows:

https://community.quicken.com/discussion/comment/20139131#Comment_20139131

And another post by the same user in a Quicken Mac thread about the workflow in Quicken Mac, and why he thinks its actually superior:

https://community.quicken.com/discussion/comment/20222695#Comment_20222695

(Read that post and the few which follow it.)

Frank DeMello

Thanks so much Jacobs. This helps a lot. Appreciate it!