Add QuickMath functionality to Quicken for Mac (103 Legacy Votes)
smayer97
SuperUser ✭✭✭✭✭
Add QuickMath functionality like in QM2007 in all AMOUNT fields and the ribbon tape lines.
This allows using a single keyboard key (user defined) to apply a simple calculation to any amount being entered/edited, e.g apply sales tax, perform repeatable split, add/subtract a specific amount, etc.
Your VOTE matters!
This allows using a single keyboard key (user defined) to apply a simple calculation to any amount being entered/edited, e.g apply sales tax, perform repeatable split, add/subtract a specific amount, etc.
I use this function very regularly and it saves a LOT of keystrokes.
For reference, this is what the Preference settings look like in QM2007:

Again, ideally, it should not be limited to just 10 settings, as there have been times where there is a need for more.
For reference, this is what the Preference settings look like in QM2007:

Again, ideally, it should not be limited to just 10 settings, as there have been times where there is a need for more.
Be sure to click the little grey triangle under the VOTE count in the blue banner below, so your vote will count (it may take a moment for your vote to register).
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(Canadian Q user since '92, STILL using QM2007)
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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)
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Comments
QuickMath goes beyond that as described by @hydrobiblio below.
That QuickMath functionality is available in QM2007 ANYWHERE you can enter amounts in the registers, scheduled transactions, etc.
If you are not familiar with it, take a look at it in QM2007. The QuickMath settings are under Preferences.
When this is implemented, I suggest that it not be limited to only 10 possibilities... rather make it so you can just add as many as a user needs. But 10 is a good start ;-)
- 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)
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
- List of Requests for Report Related Features
- Restore Transactions Downloading Acceptance and Matching workflow
- List of Requests for Reconciliation Process
- List of Requests for Bill Reminders (aka Scheduled Transactions) and Graph Features (aka Cash Flow Forecast or Projected Balance)
- Add QuickMath functionality
- Loan Amortization
- List of Requests Related to Investments
- True multi-currency conversion support
- List of Requests Related to Budgets
- List of Requests for Data Entry and Usability Options and Features
- List of Requests for User Interface Options and Features
and many others.Click on each link above, then be sure to scroll down each page, as some contain lists of related features. Then VOTE on EACH IDEA separately that you are interested in.
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)
This reply was created from a merged topic originally titled Please add the capacity to use shortcuts to add sales tax to a purchase. Old Qui....
Quicken 2017 still lacks a feature that was present in legacy Mac versions called "QuickMath", which allowed each user to set up simple math calculations -- typically sales taxes -- and assign them to a single keystroke. In my case, I live in the Philadelphia area, so I sometimes pay Pennsylvania sales tax (6%), sometimes pay Philadelphia sales tax (8%), and sometimes pay New Jersey sales tax (6.875%). In Quicken 2007, I assign these rates to "t", "p", and "n", so when I'm doing a split and need to calculate the sales tax on each split line, I simply enter the cost and one letter; in Quicken 2017, it's a minimum of 6 keystrokes, or as many as 9, for each calculation I could accomplish in one keystroke before. Since I manually enter most of my transactions, and because I do a lot of transactions with splits and sales taxes, Quicken 2017 takes a LOT more keystrokes, and I make more errors. This is one of my major pain points with Quicken 2017. For that reason, I very much want the developers to add QuickMath -- or some similar functionality to define multiple sales taxes to apply with a single keystroke -- to Quicken 2017.
My hope is that because adding such a feature doesn't involve the core database or any back-end server services, and is mostly a user interface feature, it's something a developer could implement fairly quickly if it got approved for development.
That said, it's still a lot of keystrokes and Quick Math would be a welcome improvement.
**Edit: the ribbon tape does round off the display of the operand to 2 decimal places, but it does in fact use all the entered digits in the calculation. For example, if you have $100 in the field and type " * 1.095", the tape will display " x 1.10", but the result will be $109.50.
For me, examples include the usefor other splits like distribution for tenants sharing utilities, splits for insurance claims (portion paid by insure vs me), and of course 3 different taxes in 2 different provinces...federal, provincial and combined taxes.
Saves LOTS of keystrokes AND improves accuracy in data entry.
- 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)
You may want to click on the underlined link, then follow the instructions to add your vote to more related ideas.
(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)
- 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 other factor is whether there is enough of a demand for them to invest the time.
And given they have a limited amount of resources but a HUGE list of demands, it is about helping to influence the priority of the demands.
So, as they say, the squeaky wheel gets the grease.
Of course, this is only one factor in their decision-making process...others would certainly include how significant the investment to develop, the number of users impacted or benefiting from such a feature, the relative significance of this feature vs the many others that need attention.
And keep in mind that it is a different story whether you are talking about a mature product that needs tweaks and adjustments vs a product that is relatively new and playing catch-up.
Again, these IDEA threads are here for those who want to voice their vote. People are free to vote, or not. So why not leave these threads for that purpose and related comments to support that?!
- 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)
You know from your participation here that they started over in building Quicken Mac a few years ago, that they're only part-way through a multi-year process of building out the features in this next-generation product, and that the small size of the programming team has meant that the addition of new features is happening more slowly than many of us would wish. And as smayer97 says, users voting on these different topics potentially helps give the development team a bit of a heat map to judge which features are more in demand than others.
Now, I'm a bit skeptical that the very small number of people who vote on his forum provides enough valid market research to really guide the team in terms of priorities -- does an idea with 70 votes here versus another which has 35 really mean anything statistically significant about the needs of many thousand of Quicken users? I doubt it. But I do think the reasons *why*, or explanations of *how* users hope they will implement features, can provide useful color for the developers if they read the comments.
Now for some historical perspective. When Quicken first appeared for the Apple II, I made decisions about products to include in our little user group store. I thought Quicken was simple-minded. That was in the early 80's. In about '99, Dollars and $ense, my favorite bookkeeping program was abandoned and I reluctantly adopted Quicken on the Mac. Over time it evolved, partly based on user feedback. It is ironic that many of the core features were not retained. I wonder if the new designers of Quicken were overly enamored of all the connectedness possibilities and lost sight of the basics. Too bad if so.
When I wrote office automation database software, I learned I got brought back to reality standing over my users and seeing first hand the flaws in my magnificent work. I became a hero when I paid attention to their frustrations and made the programming better.
- 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're reading this and also want this functionality, please make sure you click the blue VOTE button at the top right of this page. Maybe if we break 100 votes, it will move up on the developers' roadmap.
- 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)