I don't think settings should not be part of the normal OSU flow

System

This discussion was created from comments split from:

stop "One Step Update Settings" popup when I skip the one step update

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tgrantdavis

When I request OSU (or at startup), the skip button in the popup for Vault Password is just part of the update operation in my mind. The bigger problem is that the "One Step Update Settings" popup appears as a second step for every manual update. It is not necessary or desired. Settings is already available in a separate menu path, as it should. Interestingly, Settings does not appear after the Vault Password is entered. Removing Settings from the main update path would probably solve this problem after cancel. That would save an extra click on one of the most frequent operations in Quicken.

Boatnmaniac

@Chris_QPW -

…the passwords for accounts connected with Express Web Connect don't have the passwords stored in the Password Vault and as such if one had only accounts connected with Express Web Connect maybe it should proceed without stopping on that screen.

I've found that if during the EWC FI connection setup the box for "Save to password vault" is checked then, even though the login information is not actually saved in the PW Vault, that EWC FI will require me to enter the PW Vault password before OSU or Update Now will run. Canceling the PW Vault password prompt will cause the OSU settings popup to open.

If that box is not checked, then the EWC FI will not prompt me to enter the PW Vault password before OSU or Update Now will run with no OSU settings popup.

EWC+ will never prompt for the PW Vault password because during the reauthorization process we never enter the FI login information into Quicken.

Chris_QPW

@Boatnmaniac Yes, if you have saved a password in the past or told it to save it in the Password vault even when it isn't needed for Express Web Connect/Express Web Connect + what you have to do is delete the Password Vault to get it to skip it bringing up the Password Vault password prompt.

I really think Quicken Inc is missing a good opportunity to improve this flow, because even with no Password Vault and only using Express Web Connect/Express Web Connect + you still can't get to "One Click" updating because of the way they have the Settings dialog stuck in the middle.

Say this is the first update of the session, and you are using the Password Vault/Direct Connect. You click on One Step Update, and you get the prompt for the password. After that, it will go right into doing the update.

Now say you aren't using the Password Vault and are only updating Express Web Connect/Express Web Connect+. One would think that when you click on One Step Update it would immediately do the update, but it doesn't. Instead, it brings up the Settings dialog. It really should just do the update.

I agree with the original poster, that the Settings dialog should never really be part of the normal update flow. The only exception would be if an account needs a password (which these days would only be a Direct Connect account) and the user has chosen not to use the Password Vault. In this case the Settings dialog needs to be put up just to get the password entered before doing the update.

Chris_QPW

Actually, I'm going to state this in "stronger language".

I think it is totally wrong to have the Settings dialog in the flow. Name one other program that requires you to go through the settings before doing an operation.