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Is there a way to Review and Accept downloaded transactions (similar to Windows version)?

Unknown Member
edited August 2018 in

Right now, I am using the Reviewed button (I believe it is the Status column). This is an extra step for every single downloaded transaction.

Comments

  • Unknown Member
    edited February 2017

    No there is not. This has been an issue brought up during beta testing. All downloaded transactions are automatically accepted and matched. The only chance you have to make corrections is by looking at the blue tags on the new transactions and decide if they are correct. Wrongly matched transactions will disappear, and it will be up to you to track them down - messy.
  • Unknown Member
    edited July 2016
    charlesf said:


    No there is not. This has been an issue brought up during beta testing. All downloaded transactions are automatically accepted and matched. The only chance you have to make corrections is by looking at the blue tags on the new transactions and decide if they are correct. Wrongly matched transactions will disappear, and it will be up to you to track them down - messy.

    One of the most important functions to me is to review each transaction that comes through. Please bring that back or give me some way to sort for unreviewed items. Right now with Quicken 2015 Mac, every transaction comes through reconciled and with a blue circle for reviewed (I believe). But the reviewed/not reviewed is a 2 click step. Please do something to make reviewing transactions easier.
    Thanks.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited March 2017
    While it is not the same as the Windows methodology, one thing you can try that might fill the need for reviewing your transfers: click on the left side on the individual account or account group (Credit cards, Cash, Cash & Credit, Investments, etc.) for which you download transactions, and then at the top of the register, pull down the third filter ("Any Status") to "Last Downloaded" (see screen shot below). This will display all the recently downloaded transactions in the account(s) you selected, so you can easily review them without viewing extraneous transactions.

    After working with Quicken 2015's approach, if you find it a step backward, then submit the request for a return to the Review & Accept methodology here: http://intuitquicken.zuberance.com/reviewV2/start/92868615
    in the "Did we miss your favorite feature?" box. I'd encourage you to include *why* you find the current methodology doesn't work well, since you're trying to convince the developers to make a change.image
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Unknown Member
    edited August 2018

    Thanks, @jacobs, but your suggestion does not really solve the problem I ran into. I had a couple of cases where similar transactions were automatically matched and thus disappeared from the register. The match was not correct, and there was no way to download the lost transactions again. I discovered this by seeing that the balance in QM2015 did not match the on-line balance. I had to dig back several months to find the missing transactions and re-enter them manually.
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited December 2016
    charlesf said:


    Thanks, @jacobs, but your suggestion does not really solve the problem I ran into. I had a couple of cases where similar transactions were automatically matched and thus disappeared from the register. The match was not correct, and there was no way to download the lost transactions again. I discovered this by seeing that the balance in QM2015 did not match the on-line balance. I had to dig back several months to find the missing transactions and re-enter them manually.

    I'm not a downloader, but now that you mention it, I've seen that comment here from others as well. It's a perfect reason to use the link above to explain that this is more than just an issue of preference or convenience, but functionality as well. There is no other forum right now other than this for reporting a bug, but submitting a comment about the review of downloaded transactions, and why Quicken 2015 misses the mark for you -- is just the sort of feedback the development team needs. It may seem obtuse to be submitting this in a box about them "missing your favorite feature", but it's a way to get feedback to the developers.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • Unknown Member
    edited July 2016
    charlesf said:


    Thanks, @jacobs, but your suggestion does not really solve the problem I ran into. I had a couple of cases where similar transactions were automatically matched and thus disappeared from the register. The match was not correct, and there was no way to download the lost transactions again. I discovered this by seeing that the balance in QM2015 did not match the on-line balance. I had to dig back several months to find the missing transactions and re-enter them manually.

    Thanks, done.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    charlesf said:


    Thanks, @jacobs, but your suggestion does not really solve the problem I ran into. I had a couple of cases where similar transactions were automatically matched and thus disappeared from the register. The match was not correct, and there was no way to download the lost transactions again. I discovered this by seeing that the balance in QM2015 did not match the on-line balance. I had to dig back several months to find the missing transactions and re-enter them manually.

    I just submitted a request for reconcile functionality similar to old Quicken, with some explanation. The more requests get submitted on this topic, the greater chance it will be addressed.
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

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    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

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