Memorized Payee/Category for Mac
I'm using 2019 for Mac - version 5.8.1. There seem to be threads going back years about a memorized payee/category for Mac, yet still there is nothing there. All sorts of features and functions for the PC version that are still not there on Mac... I've read that the categories are automatically memorized from the last transaction, but when I change a category, it doesn't seem to affect the next instance that comes in. Nothing is being memorized at all! SUPER inconvenient. How can we get this fixed???
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Then, the next day, I go to the same coffee shop, and again "Van Leeuwen" comes through as "Home Furnishings". So again, I change it to "Coffee Shop". Then again the next day, and the next, and the next, and the next.
There is no way to make Quicken automatically remember that every time the payee "Van Leeuwen" comes through, it should be categorized as "Coffee Shop".
That's the way it's supposed to work. It seems to work in some instances, but not all. Try it and see how it does for you.
Since the system isn't perfect, Quicken obviously needs the ability for users to create and edit renaming rules. This capability, which exists in Quicken Windows, doesn't currently exist in Quicken Mac. This has been a repeated topic on this forum, and earlier this year, there have been a few hints from the Mac product manager that this is something they're working on, so hopefully sometime in the next few months, we'll see a rollout of new functionality in this area.
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests for Downloading Data into Quicken. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!
(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)
On my PC, all the categories auto memorize like they're supposed to. Many of the Quicken functions work much better on a PC. I'm upset because I contacted Quicken and asked all of these questions ahead of my purchase.
CAVEAT: It does NOT work with SPLIT transactions.
(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)
Meanwhile, you can add your VOTE to Have Local Rules for Renaming Payees.
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
While you are at it, you may want to add your VOTE to related IDEAS found on the
List of Requests for Downloading Data into Quicken. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!
(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)
I used Quicken (on a Windows machine) from the 90's and then switched to Mint. I went back to Quicken because I didn't want all my data in the cloud. But really Mint works so well. I will never go back to Windows so that is not an option for me.
Just restoring the QM 2017 behavior should be an easy fix; much simpler than adding a full memorized transaction list or manual matching flow.
Is there an Idea for this feature (remember last-used category for each payee) that I can vote on?
(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)
As for sharing more about the development roadmap, I think we'd all appreciate that -- but it's not likely for several reasons. First, Quicken doesn't exist in a vacuum, so telegraphing future development plans to their competitors is counterproductive. Second, many Quicken users would react negatively to learning that their most-desired feature is a year or two away. Third, time estimates and priorities change. (A project they think will take three months might prove more complex than expected and require more time. Or beta testers might give feedback saying a feature needs more work. Or some external issue might cause them to have to move developers off work on a new feature to fix a security problem or a connectivity problem with a large financial institution.) So as much as we'd like to know what's coming next, and whether certain features are going to be addressed this year or next year, it's just not too likely to happen.
While is it absolutely true that deadlines change, priorities shift, unseen complications arise, etc., transparency doesn't mean accuracy. They could also be transparent about those things... "today we hit a snag, added 2 months to our expected finish time", "our beta testers gave us poor feedback", etc. Even transparency about a lack of transparency would be a step in the right direction: "we're not going to tell you because of ...".
As for "competition"... I'm going to assume that's not the reason, since Quicken is a strong company, and only weak companies worry about that. If the difference between a customer staying or leaving was a future feature, they're screwed anyway... their users would just leave a few months after the feature arrives when the competitors inevitably copy it regardless. Moreover, reveals happen all the time. Car companies display prototypes and concept cars, tech companies reveal product launch dates months in advance... This is nothing new.
The real truth is that we simply don't live in a world where transparency is seen as connected to customer service. I think that Quicken is busy working on what they're working on, and are happy enough with their satisfaction ratings that they simply don't need to change how transparent they are with their customers. While that is completely valid and justifiable, it's a sad reality and it lowers the morale of at least a few, if not many, customers like myself. I'm not mad at Quicken for it, but it doesn't leave me with much faith either.
The reason I say this is basic is that budgets cannot work without accurate payees/categories. Virtually all the data that are useful in quicken (and reports made from the data such as budgets) are useful ONLY if this is accurate. if the data are not properly tagged Quicken is not very much use.
There will always be super-users who are exploiting the 5% features that no one else cares about. It is a mistake for any retail software co to focus on them at the expense of the core functionality.
To broadcast to competitors that you are going fix a download problem so that user-assigned payees and categories are remembered is no big risk....unless of course you cannot make the fix.
I have worked in software (not in engineering) so I do know a bit about how things work. If Quicken told me that they are not going to fix this or will fix it in 2020, it would demonstrate that they have done their research and have set their priorities based on their research. I would stay or leave same as if they keep me in the dark. Reality is Mint is the strongest competitor and I just may reconsider them.
I have no desire to argue with other users about how or whether Q should communicate to their users. We will all have our own opinions and I was just expressing mine.
I didn’t say I agree with it, and in fact in many, many cases I have urged Quicken to be more transparent with users, but what I wrote above is based on what I’ve read from Quicken officials, not my own speculation.