Add option to prevent Quicken for Mac from overriding local Payee / categorization (37 Legacy Votes)
smayer97
SuperUser ✭✭✭✭✭
Currently, QMac can override user data when downloading transactions.
Please add the option to allow the user to choose the behaviour:
- when there is a match: override or not local data of Payee and/or categorization (default should be to NOT override)
- when there is no match - accept downloaded categorization, leave blank, or apply local renaming rules (see this feature request here: Add Option to Have Local Rules for Renaming Payees)
This is different than the other feature to allow user to LOCK the Payee and transaction categorization (though they are related): https://getsatisfaction.com/quickencommunity/topics/add-ability-to-lock-a-payee-and-categorization-i...
(If you find this feature helpful, please be sure to click "VOTE" above to increase the count of this post and therefore its visibility to other users and to the developers.)
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Please add the option to allow the user to choose the behaviour:
- when there is a match: override or not local data of Payee and/or categorization (default should be to NOT override)
- when there is no match - accept downloaded categorization, leave blank, or apply local renaming rules (see this feature request here: Add Option to Have Local Rules for Renaming Payees)
This is different than the other feature to allow user to LOCK the Payee and transaction categorization (though they are related): https://getsatisfaction.com/quickencommunity/topics/add-ability-to-lock-a-payee-and-categorization-i...
(If you find this feature helpful, please be sure to click "VOTE" above to increase the count of this post and therefore its visibility to other users and to the developers.)
Click "Follow" at the top if you want to receive notifications of any replies to this thread.
Have Questions? Check out these FAQs:
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
1

Comments
Start at the top for the first one, then scroll down the reply list for additional related feature requests. Be sure to go to each link separately, then click VOTE at the top to increase the count and therefore its visibility to the developers.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
The only time I have seen this is when Mobile loses its marbles.
Do not use mobile.
Quicken user since 1991
To do that, I suggest you read this FAQ on how to filter the IDEAS to just show the ones for the Mac version, then VOTE to your heart's content:
https://getsatisfaction.com/quickencommunity/topics/quicken-getsat-faq-how-to-filter-conversations-d...
The following are some of the many feature requests you will find:
- List of Requests for Report Types and Related Features
- Restore Transactions Downloading Acceptance and Matching workflow
- Option to Have Debits and Credits Tallied Separately for Reconciliation Process
- Add ability to track/store Prior Reconciled Statements/periods
- Improve the Bill Reminders Graph (aka Forecast or Projected Balance)
- Add QuickMath functionality
- True multi-currency conversion support
- many requests for configuration options
Be sure to scroll down the page, as some contain lists of related features. Click on the link to EACH IDEA separately that you are interested in, then click the VOTE button at the top of EACH page that opens up respectively to increase the count and therefore its visibility to the developers.If you do not click VOTE at the top of the page of each feature, your vote will NOT be counted for THAT specific feature!
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)